Treybourne Wealth Planners, Inc. has disclosed 46 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2021-06-30. The current portfolio value is calculated to be $161.00 Mil. The turnover rate is 10%.
In Treybourne Wealth Planners, Inc.'s current portfolio as of 2021-06-30, the top 5 holdings are
Schwab U.S. Large-Cap Growth ETF (SCHG), Schwab U.S. Large-Cap Value ETF (SCHV), Vanguard FTSE Developed Markets ETF (VEA), Schwab Fundamental International Large Company Index ETF (FNDF), Schwab U.S. Small-Cap ETF (SCHA), not including call and put options.
Treybourne Wealth Planners, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Treybourne Wealth Planners, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Treybourne Wealth Planners, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Treybourne Wealth Planners, Inc..