TW

Treybourne Wealth Planners, Inc.

13F
Treybourne Wealth Planners, Inc.
Last update 2021-07-29 46 Stocks (6 new)
Value $161.00 Mil Turnover 10 %
Countries:
Top Holdings: SCHG(22.27%)SCHV(17.76%)VEA(10.91%)FNDF(9.60%)SCHA(7.55%)
Summary Stock Picks Current Portfolio
Treybourne Wealth Planners, In... Top Holdings of 2021-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHG
Schwab U.S. Large-Cap Growth ETF
491,954
35,903.0
+1.62%
22.270
+0.35%
0.110
+23.74%
+7.64%
45,727.4
 
SCHV
Schwab U.S. Large-Cap Value ETF
418,700
28,627.0
+6.64%
17.760
+1.11%
0.280
+12.94%
+10.09%
13,001.5
 
VEA
Vanguard FTSE Developed Markets ETF
341,316
17,585.0
+4.50%
10.910
+0.47%
0.020
+14.16%
+23.88%
163,588.6
 
FNDF
Schwab Fundamental International Large Company Ind
Schwab Fundamental International Large Company Ind
464,863
15,471.0
+2.16%
9.600
+0.20%
0.200
+14.91%
+26.19%
17,097.1
 
SCHA
Schwab U.S. Small-Cap ETF
233,614
12,169.0
+5.74%
7.550
+0.41%
0.030
+19.63%
+3.16%
18,057.6
 
SCHE
Schwab Emerging Markets Equity ETF
277,719
9,131.0
+10.96%
5.660
+0.56%
0.080
+15.33%
+17.71%
10,676.7
 
JKF
BTC iShares Morningstar Large-Cap Value ETF
BTC iShares Morningstar Large-Cap Value ETF
90,897
5,868.0
+96.29%
3.640
+1.79%
-
+11.01%
+5.03%
0
 
LLY
Eli Lilly and Co
19,566
4,491.0
+0.49%
2.790
+0.01%
0.000
-3.48%
+3.87%
717,192.0
Drug Manufacturers
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
45,214
3,314.0
-4.99%
2.060
-0.12%
0.010
+15.07%
+22.19%
47,549.2
 
DLN
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
42,986
2,586.0
-2.25%
1.600
-0.04%
0.040
+12.25%
+9.28%
5,176.5
 

Treybourne Wealth Planners, Inc.'s Historical Top Holdings Breakdowns

Treybourne Wealth Planners, Inc. Total Holding History ($B)

To

Treybourne Wealth Planners, Inc.'s Asset Allocation

To

Treybourne Wealth Planners, Inc. Past Portfolios

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

Top Ranked Articles

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Treybourne Wealth Planners, Inc.'s Hypothetical Growth since 2021-06-30

Treybourne Wealth Planners, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Treybourne Wealth Planners, Inc.'s Holdings Heat Map

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Treybourne Wealth Planners, Inc.'s Holdings Bubble Chart

Treybourne Wealth Planners, Inc. News

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