Truewealth Llc Buys Schwab International Equity, iShares Core MSCI EAFE, iShares Core S&P Total U.S. Stock Market, Sells AT&T Inc, Coca-Cola European Partners PLC, Dominion Energy Midstream Partners LP

Investment company Truewealth Llc buys Schwab International Equity, iShares Core MSCI EAFE, iShares Core S&P Total U.S. Stock Market, iShares Core MSCI Emerging Markets, Invesco S&P 500 Low Volatility, SPDR Select Sector Fund - Technology, SPDR Select Sector Fund - Consumer Discretionary, Vanguard Intermediate-Term Corporate Bond ETF, Vanguard High Dividend Yield, SPDR Select Sector Fund - Health Care, SPDR Select Sector Fund - Industrial, Vanguard Small-Cap, iShares 1-3 Year Treasury Bond ETF, Vanguard FTSEEuropean, HD Supply Holdings Inc, Cadence Bancorp, Duff & Phelps Select Energy MLP Fund Inc, American Finance Trust Inc, Biogen Inc, CME Group Inc, Equitrans Midstream Corp, Dell Technologies Inc, Vanguard FTSE Pacific, Vanguard Mid-Cap Growth, Vanguard Mid-Cap, iShares Preferred and Income Securities ETF, Invesco Preferred, Deluxe Corp, Crown Castle International Corp, Cigna Corp, SPDR Select Sector Fund - Energy Select Sector, Target Corp, Valero Energy Corp, The Communication Services Select Sector SPDR Fund, ARRIS International PLC, Western Digital Corp, SPDR Select Sector Fund - Financial, Real Estate Select Sector SPDR Fund (The), SPDR Select Sector Fund - Consumer Staples, AstraZeneca PLC, Canopy Growth Corp, Buckeye Partners LP, Vanguard Financials, BB&T Corp, Materials Select Sector SPDR, General Motors Co, Carnival Corp, Centene Corp, Livent Corp, Westinghouse Air Brake Technologies Corp, Groupon Inc, Simon Property Group Inc, Empire State Realty Trust Inc, Twitter Inc, Sysco Corp, ChipMOS TECHNOLOGIES Inc, ArcelorMittal SA, HSBC Holdings PLC, Garrett Motion Inc, iShares MSCI Japan Index Fund, SPDR S&P Global Natural Resources, Exelon Corp, Evolus Inc, Digital Realty Trust Inc, Vodafone Group PLC, sells AT&T Inc, Coca-Cola European Partners PLC, Dominion Energy Midstream Partners LP, Southern Co, Duke Energy Corp, CenturyLink Inc, Alibaba Group Holding, SPDR Nuveen Bloomberg Barclays Short Term Municipa, Fidelity Southern Corp, SPDR Nuveen Bloomberg Barclays Municipal Bond, Bristol-Myers Squibb Company, iShares U.S. Real Estate, Boston Scientific Corp, Baozun Inc, South State Corp, iShares MSCI Emerging Index Fund, iShares MSCI Eurozone, Lumentum Holdings Inc, Schwab Short-Term U.S. Treasury, Global X Robotics & Artificial Intelligence ETF, Cigna Corp, bluebird bio Inc, Schwab U.S. Small-Cap, Alerian MLP, iShares 7-10 Year Treasury Bond ETF, MercadoLibre Inc, JD.com Inc, Equinix Inc, Celgene Corp, Gilead Sciences Inc, CVS Health Corp, FlexShares Global Upstream Natural Resources Index, National Oilwell Varco Inc, Apogee Enterprises Inc, Barrick Gold Corp, Astec Industries Inc, LivaNova PLC, Discovery Inc, Electronic Arts Inc, ChipMOS TECHNOLOGIES Inc, TE Connectivity, Universal Electronics Inc, ArcelorMittal SA, InterContinental Hotels Group PLC, Fox Corp, NOW Inc, Flex, Fifth Third Bancorp, Extra Space Storage Inc, Zillow Group Inc, Cronos Group Inc, Cars.com Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Truewealth Llc. As of 2019Q1, Truewealth Llc owns 747 stocks with a total value of $215 million. These are the details of the buys and sells.

For the details of TRUEWEALTH LLC's stock buys and sells, go to https://www.gurufocus.com/guru/truewealth+llc/current-portfolio/portfolio

These are the top 5 holdings of TRUEWEALTH LLC
  1. Coca-Cola Co (KO) - 1,194,543 shares, 26.08% of the total portfolio. Shares reduced by 0.27%
  2. iShares Core S&P 500 (IVV) - 33,511 shares, 4.44% of the total portfolio. Shares added by 19.81%
  3. iShares Russell 1000 Value (IWD) - 72,403 shares, 4.17% of the total portfolio. Shares added by 0.71%
  4. The Home Depot Inc (HD) - 36,455 shares, 3.26% of the total portfolio. Shares reduced by 0.72%
  5. Schwab International Equity (SCHF) - 177,243 shares, 2.59% of the total portfolio. Shares added by 48.75%
New Purchase: Invesco S&P 500 Low Volatility (SPLV)

Truewealth Llc initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $52.93. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,863 shares as of .

New Purchase: Vanguard FTSEEuropean (VGK)

Truewealth Llc initiated holding in Vanguard FTSEEuropean. The purchase prices were between $47.99 and $55.13, with an estimated average price of $52.2. The stock is now traded at around $55.18. The impact to a portfolio due to this purchase was 0.02%. The holding were 775 shares as of .

New Purchase: Cadence Bancorp (CADE)

Truewealth Llc initiated holding in Cadence Bancorp. The purchase prices were between $16.41 and $20.26, with an estimated average price of $18.98. The stock is now traded at around $20.88. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,906 shares as of .

New Purchase: Vanguard Mid-Cap Growth (VOT)

Truewealth Llc initiated holding in Vanguard Mid-Cap Growth. The purchase prices were between $116.07 and $143.56, with an estimated average price of $134.28. The stock is now traded at around $147.73. The impact to a portfolio due to this purchase was 0.01%. The holding were 92 shares as of .

New Purchase: Invesco Preferred (PGX)

Truewealth Llc initiated holding in Invesco Preferred. The purchase prices were between $13.47 and $14.55, with an estimated average price of $14.21. The stock is now traded at around $14.55. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,644 shares as of .

New Purchase: The Communication Services Select Sector SPDR Fund (XLC)

Truewealth Llc initiated holding in The Communication Services Select Sector SPDR Fund. The purchase prices were between $41.13 and $47.74, with an estimated average price of $45.58. The stock is now traded at around $49.76. The impact to a portfolio due to this purchase was 0.01%. The holding were 337 shares as of .

Added: Schwab International Equity (SCHF)

Truewealth Llc added to a holding in Schwab International Equity by 48.75%. The purchase prices were between $28.07 and $31.69, with an estimated average price of $30.45. The stock is now traded at around $31.91. The impact to a portfolio due to this purchase was 0.85%. The holding were 177,243 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Truewealth Llc added to a holding in iShares Core MSCI EAFE by 30.01%. The purchase prices were between $54.44 and $61.46, with an estimated average price of $58.96. The stock is now traded at around $61.98. The impact to a portfolio due to this purchase was 0.32%. The holding were 48,761 shares as of .

Added: iShares Core S&P Total U.S. Stock Market (ITOT)

Truewealth Llc added to a holding in iShares Core S&P Total U.S. Stock Market by 80.45%. The purchase prices were between $55.45 and $64.92, with an estimated average price of $61.94. The stock is now traded at around $66.59. The impact to a portfolio due to this purchase was 0.29%. The holding were 21,672 shares as of .

Added: iShares Core MSCI Emerging Markets (IEMG)

Truewealth Llc added to a holding in iShares Core MSCI Emerging Markets by 24.89%. The purchase prices were between $46.41 and $52.64, with an estimated average price of $50.58. The stock is now traded at around $52.62. The impact to a portfolio due to this purchase was 0.22%. The holding were 45,586 shares as of .

Added: SPDR Select Sector Fund - Technology (XLK)

Truewealth Llc added to a holding in SPDR Select Sector Fund - Technology by 275.81%. The purchase prices were between $58.89 and $75.09, with an estimated average price of $68.3. The stock is now traded at around $78.92. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,014 shares as of .

Added: SPDR Select Sector Fund - Health Care (XLV)

Truewealth Llc added to a holding in SPDR Select Sector Fund - Health Care by 158.08%. The purchase prices were between $83.47 and $92.95, with an estimated average price of $90.15. The stock is now traded at around $87.28. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,453 shares as of .

Sold Out: Dominion Energy Midstream Partners LP (DM)

Truewealth Llc sold out a holding in Dominion Energy Midstream Partners LP. The sale prices were between $16.98 and $18.3, with an estimated average price of $17.56.

Sold Out: SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM)

Truewealth Llc sold out a holding in SPDR Nuveen Bloomberg Barclays Short Term Municipa. The sale prices were between $48.05 and $48.57, with an estimated average price of $48.29.

Sold Out: Baozun Inc (BZUN)

Truewealth Llc sold out a holding in Baozun Inc. The sale prices were between $28.37 and $41.54, with an estimated average price of $34.87.

Sold Out: iShares MSCI Eurozone (EZU)

Truewealth Llc sold out a holding in iShares MSCI Eurozone. The sale prices were between $34.49 and $39.65, with an estimated average price of $37.51.

Sold Out: National Oilwell Varco Inc (NOV)

Truewealth Llc sold out a holding in National Oilwell Varco Inc. The sale prices were between $25.7 and $30.58, with an estimated average price of $28.39.

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

Truewealth Llc sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $103.43 and $106.84, with an estimated average price of $104.55.



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