Truefg, Llc Buys Starbucks Corp, Sells Upstart Holdings Inc

Feb 07, 2022

Investment company Truefg, Llc (Current Portfolio) buys Starbucks Corp, sells Upstart Holdings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Truefg, Llc. As of 2021Q4, Truefg, Llc owns 38 stocks with a total value of $227 million. These are the details of the buys and sells.

New Purchases: SBUX,
Added Positions: SPDW, IJH, SPAB, VTV, IJR, SPEM, SPIB, FREL, SPSB, SPMD, AAPL, IEFA, SPLB, BND, IGSB, EFA,
Sold Out: UPST,

For the details of TRUEFG, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/truefg%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of TRUEFG, LLC

iShares Core S&P Mid-Cap ETF (IJH) - 127,060 shares, 15.87% of the total portfolio. Shares added by 1.40%
SPDR Portfolio Developed World ex-US ETF (SPDW) - 957,837 shares, 15.42% of the total portfolio. Shares added by 3.12%
SPDR Portfolio S&P 500 Growth ETF (SPYG) - 403,031 shares, 12.89% of the total portfolio. Shares reduced by 0.43%
Vanguard Value ETF (VTV) - 196,727 shares, 12.77% of the total portfolio. Shares added by 1.42%
SPDR Portfolio Aggregate Bond ETF (SPAB) - 633,541 shares, 8.28% of the total portfolio. Shares added by 2.24%

New Purchase: Starbucks Corp (SBUX)

Truefg, Llc initiated holding in Starbucks Corp. The purchase prices were between $106.07 and $116.97, with an estimated average price of $112.76. The stock is now traded at around $95.000000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,752 shares as of 2021-12-31.

Sold Out: Upstart Holdings Inc (UPST)

Truefg, Llc sold out a holding in Upstart Holdings Inc. The sale prices were between $131.5 and $390, with an estimated average price of $246.83.

Here is the complete portfolio of TRUEFG, LLC. Also check out:

1. TRUEFG, LLC's Undervalued Stocks
2. TRUEFG, LLC's Top Growth Companies, and
3. TRUEFG, LLC's High Yield stocks
4. Stocks that TRUEFG, LLC keeps buying

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