1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Truewealth Llc Buys Vanguard Value, Fidelity Southern Corp, iShares Core MSCI EAFE, Sells Invesco S&P 500 Low Volatility, Time Warner Inc, Invesco Water Resources ETF

Investment company Truewealth Llc buys Vanguard Value, Fidelity Southern Corp, iShares Core MSCI EAFE, Accenture PLC, Vanguard Total Stock Market, Microsoft Corp, Vanguard Short-Term Bond, iShares Russell 2000 Value, PayPal Holdings Inc, Vanguard Growth, sells Invesco S&P 500 Low Volatility, Time Warner Inc, Invesco Water Resources ETF, iShares Intermediate Government/Credit Bond, Monsanto Co during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Truewealth Llc. As of 2018-06-30, Truewealth Llc owns 842 stocks with a total value of $207 million. These are the details of the buys and sells.

For the details of TRUEWEALTH LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=TRUEWEALTH+LLC

These are the top 5 holdings of TRUEWEALTH LLC
  1. Coca-Cola Co (KO) - 1,407,720 shares, 29.81% of the total portfolio. Shares added by 4.88%
  2. The Home Depot Inc (HD) - 34,886 shares, 3.29% of the total portfolio. Shares reduced by 0.79%
  3. iShares MSCI EAFE (EFA) - 100,544 shares, 3.25% of the total portfolio. Shares added by 16.54%
  4. iShares Russell 1000 Value (IWD) - 52,793 shares, 3.09% of the total portfolio. Shares added by 14.19%
  5. Lockheed Martin Corp (LMT) - 20,160 shares, 2.88% of the total portfolio.
New Purchase: Fidelity Southern Corp (LION)

Truewealth Llc initiated holding in Fidelity Southern Corp. The purchase prices were between $22.4 and $26.68, with an estimated average price of $24.11. The stock is now traded at around $25.72. The impact to a portfolio due to this purchase was 0.21%. The holding were 17,130 shares as of 2018-06-30.

New Purchase: Vanguard Growth (VUG)

Truewealth Llc initiated holding in Vanguard Growth. The purchase prices were between $138.4 and $154.32, with an estimated average price of $147.15. The stock is now traded at around $155.01. The impact to a portfolio due to this purchase was 0.05%. The holding were 633 shares as of 2018-06-30.

New Purchase: Vanguard Russell 2000 ETF (VTWO)

Truewealth Llc initiated holding in Vanguard Russell 2000 ETF. The purchase prices were between $119.01 and $136.6, with an estimated average price of $128.5. The stock is now traded at around $134.70. The impact to a portfolio due to this purchase was 0.04%. The holding were 684 shares as of 2018-06-30.

New Purchase: WisdomTree Europe Hedged Equity Fund (HEDJ)

Truewealth Llc initiated holding in WisdomTree Europe Hedged Equity Fund. The purchase prices were between $61.93 and $67.39, with an estimated average price of $65.22. The stock is now traded at around $64.56. The impact to a portfolio due to this purchase was 0.03%. The holding were 902 shares as of 2018-06-30.

New Purchase: iShares Russell 2000 Growth (IWO)

Truewealth Llc initiated holding in iShares Russell 2000 Growth. The purchase prices were between $185.51 and $214.36, with an estimated average price of $200.06. The stock is now traded at around $211.37. The impact to a portfolio due to this purchase was 0.03%. The holding were 288 shares as of 2018-06-30.

New Purchase: iShares MSCI Eurozone (EZU)

Truewealth Llc initiated holding in iShares MSCI Eurozone. The purchase prices were between $40.53 and $45.16, with an estimated average price of $43.61. The stock is now traded at around $41.75. The impact to a portfolio due to this purchase was 0.02%. The holding were 940 shares as of 2018-06-30.

Added: Vanguard Value (VTV)

Truewealth Llc added to a holding in Vanguard Value by 25.71%. The purchase prices were between $100.91 and $107.21, with an estimated average price of $104.71. The stock is now traded at around $106.16. The impact to a portfolio due to this purchase was 0.22%. The holding were 21,951 shares as of 2018-06-30.

Added: iShares Core MSCI EAFE (IEFA)

Truewealth Llc added to a holding in iShares Core MSCI EAFE by 247.90%. The purchase prices were between $62.74 and $67.79, with an estimated average price of $66.19. The stock is now traded at around $63.75. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,638 shares as of 2018-06-30.

Added: Vanguard Total Stock Market (VTI)

Truewealth Llc added to a holding in Vanguard Total Stock Market by 77.26%. The purchase prices were between $132.63 and $144.42, with an estimated average price of $139.53. The stock is now traded at around $144.38. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,419 shares as of 2018-06-30.

Added: Accenture PLC (ACN)

Truewealth Llc added to a holding in Accenture PLC by 150.50%. The purchase prices were between $147.38 and $164.5, with an estimated average price of $155.53. The stock is now traded at around $167.95. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,758 shares as of 2018-06-30.

Added: Microsoft Corp (MSFT)

Truewealth Llc added to a holding in Microsoft Corp by 20.02%. The purchase prices were between $88.52 and $102.49, with an estimated average price of $96.89. The stock is now traded at around $104.44. The impact to a portfolio due to this purchase was 0.1%. The holding were 12,142 shares as of 2018-06-30.

Added: Vanguard Short-Term Bond (BSV)

Truewealth Llc added to a holding in Vanguard Short-Term Bond by 30.06%. The purchase prices were between $77.85 and $78.49, with an estimated average price of $78.13. The stock is now traded at around $78.15. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,728 shares as of 2018-06-30.

Sold Out: Invesco S&P 500 Low Volatility (SPLV)

Truewealth Llc sold out a holding in Invesco S&P 500 Low Volatility. The sale prices were between $46.17 and $47.56, with an estimated average price of $46.9.

Sold Out: Time Warner Inc (TWX)

Truewealth Llc sold out a holding in Time Warner Inc. The sale prices were between $92.18 and $98.77, with an estimated average price of $95.01.

Sold Out: Invesco Water Resources ETF (PHO)

Truewealth Llc sold out a holding in Invesco Water Resources ETF. The sale prices were between $29.77 and $31.36, with an estimated average price of $30.56.

Sold Out: Monsanto Co (MON)

Truewealth Llc sold out a holding in Monsanto Co. The sale prices were between $116.6 and $127.95, with an estimated average price of $124.68.

Sold Out: iShares Intermediate Government/Credit Bond (GVI)

Truewealth Llc sold out a holding in iShares Intermediate Government/Credit Bond. The sale prices were between $106.93 and $108.25, with an estimated average price of $107.53.

Sold Out: iShares MBS ETF (MBB)

Truewealth Llc sold out a holding in iShares MBS ETF. The sale prices were between $102.95 and $104.54, with an estimated average price of $103.79.



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

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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK