TW
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Treybourne Wealth Planners, Inc.13F | |
| Treybourne Wealth Planners, Inc. | |
| Last update 2021-07-29 | 46 Stocks (6 new) |
| Value $161.00 Mil | Turnover 10 % |
Treybourne Wealth Planners, In... Top Holdings of 2021-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 491,954 | 35,903.0 | +1.62% | 22.270 | +0.35% | 0.110 | +22.50% | +5.77% | 44,575.7 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 418,700 | 28,627.0 | +6.64% | 17.760 | +1.11% | 0.280 | +10.50% | +9.16% | 12,845.2 | ||
VEA | Vanguard FTSE Developed Markets ETF | 341,316 | 17,585.0 | +4.50% | 10.910 | +0.47% | 0.020 | +15.17% | +21.17% | 151,853.0 | ||
FNDF |
Schwab Fundamental International Large Company Ind
Schwab Fundamental International Large Company Ind
| 464,863 | 15,471.0 | +2.16% | 9.600 | +0.20% | 0.200 | +14.74% | +22.61% | 16,613.1 | ||
SCHA | Schwab U.S. Small-Cap ETF | 233,614 | 12,169.0 | +5.74% | 7.550 | +0.41% | 0.030 | +17.92% | +1.41% | 17,815.2 | ||
SCHE | Schwab Emerging Markets Equity ETF | 277,719 | 9,131.0 | +10.96% | 5.660 | +0.56% | 0.080 | +12.03% | +14.55% | 10,390.3 | ||
JKF |
BTC iShares Morningstar Large-Cap Value ETF
BTC iShares Morningstar Large-Cap Value ETF
| 90,897 | 5,868.0 | +96.29% | 3.640 | +1.79% | - | +2.03% | +3.56% | 0 | ||
LLY | Eli Lilly and Co | 19,566 | 4,491.0 | +0.49% | 2.790 | +0.01% | 0.000 | -0.86% | +1.50% | 700,835.3 | Drug Manufacturers | |
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 45,214 | 3,314.0 | -4.99% | 2.060 | -0.12% | 0.010 | +14.87% | +19.44% | 46,394.1 | ||
DLN |
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
| 42,986 | 2,586.0 | -2.25% | 1.600 | -0.04% | 0.040 | +9.36% | +8.33% | 5,089.8 |
Treybourne Wealth Planners, Inc.'s Historical Top Holdings Breakdowns
Treybourne Wealth Planners, Inc. Total Holding History ($B)
Treybourne Wealth Planners, Inc.'s Asset Allocation
Treybourne Wealth Planners, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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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