TC

Three Cord True Wealth Management, LLC

13F
Three Cord True Wealth Management, LLC
Last update 2025-04-23 27 Stocks (1 new)
Value $117.00 Mil Turnover 6 %
Countries:
Top Holdings: SPYG(15.48%)RECS(13.84%)JAAA(13.61%)AVLV(12.96%)FNX(10.40%)
Summary Stock Picks Current Portfolio
Three Cord True Wealth Managem... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYG
SPDR Portfolio S&P 500 Growth ETF
224,521
18,044.8
+3.67%
15.480
+0.55%
0.060
+26.29%
+10.14%
38,399.6
 
RECS
Columbia Research Enhanced Core ETF
486,050
16,141.7
+10.40%
13.840
+1.30%
-
+19.97%
+7.60%
558.8
 
JAAA
Janus Henderson AAA CLO ETF
312,956
15,870.0
+3.86%
13.610
+0.51%
0.070
+2.18%
+2.56%
22,296.8
 
AVLV
Avantis U.S. Large Cap Value ETF
231,682
15,108.0
+7.98%
12.960
+0.96%
0.230
+14.47%
+2.59%
7,644.6
 
FNX
FIRST TRUST MID CA
111,326
12,132.4
+3.97%
10.400
+0.40%
1.110
+16.14%
+1.08%
1,135.2
 
IOO
iShares Global 100 ETF
122,493
11,794.9
+8.72%
10.120
+0.81%
0.190
+22.01%
+9.94%
6,733.8
 
AVUV
Avantis U.S. Small Cap Value ETF
94,158
8,207.7
+6.09%
7.040
+0.40%
0.060
+18.20%
-2.62%
16,438.6
 
EDIV
SPDR S&P Emerging Markets Dividend ETF
SPDR S&P Emerging Markets Dividend ETF
154,418
5,512.8
+7.96%
4.730
+0.35%
0.850
+11.50%
+11.68%
809.0
 
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
33,618
3,435.1
-1.90%
2.950
-0.06%
0.030
+6.55%
+2.45%
11,443.3
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
18,880
1,731.9
+15.04%
1.490
+0.19%
0.000
+1.04%
+2.25%
41,814.9
 

Three Cord True Wealth Management, LLC's Historical Top Holdings Breakdowns

Three Cord True Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RECS
Columbia Research Enhanced Core ETF
2025-03-31
Add
Add
+1.30%
●
32.64 ($34.78) 36.12
$37.25
7.10%
Add 10.4%
486,050
45,799
AVLV
Avantis U.S. Large Cap Value ETF
2025-03-31
Add
Add
+0.96%
●
63.51 ($67.8) 70.42
$68.50
1.03%
Add 7.98%
231,682
17,118
IOO
iShares Global 100 ETF
2025-03-31
Add
Add
+0.81%
●
96.2 ($101.03) 105.12
$110.03
8.91%
Add 8.72%
122,493
9,829
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Add
Add
+0.55%
●
80.05 ($87.3) 92.39
$96.53
10.57%
Add 3.67%
224,521
7,953
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Add
Add
+0.51%
●
50.48 ($50.78) 51.04
$50.64
-0.28%
Add 3.86%
312,956
11,620
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.40%
●
84.96 ($93.96) 100.71
$93.20
-0.81%
Add 6.09%
94,158
5,404
FNX
FIRST TRUST MID CA
2025-03-31
Add
Add
+0.40%
●
105.28 ($115.46) 121.93
$116.43
0.84%
Add 3.97%
111,326
4,246
EDIV
SPDR S&P Emerging Markets Dividend ETF
SPDR S&P Emerging Markets Dividend ETF
2025-03-31
Add
Add
+0.35%
●
34.23 ($35.74) 36.9
$38.43
7.53%
Add 7.96%
154,418
11,386
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.29%
●
468.34 ($508.07) 539.52
$557.29
9.69%
Reduce -20.52%
2,530
-653
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Add
Add
+0.19%
●
91.45 ($91.59) 91.75
$91.60
0.01%
Add 15.04%
18,880
2,469

Three Cord True Wealth Management, LLC Total Holding History ($B)

To

Three Cord True Wealth Management, LLC's Asset Allocation

To

Three Cord True Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Three Cord True Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Three Cord True Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Three Cord True Wealth Management, LLC's Holdings Heat Map

Size field:

Three Cord True Wealth Management, LLC's Holdings Bubble Chart

Three Cord True Wealth Management, LLC News

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