13F Filings History of TRUEWEALTH LLC

Latest 13F report
Q2 2020 - 15 Jul 2020
Value $
$237,875,000
Signature - Title
Laura Nasca - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by TRUEWEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TRUEWEALTH LLC reported 705 stock holdings with total value $237,875,000 as of Q2 2020. Top holdings included KO, IVV, HD, AAPL, and LMT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2020 705 $237,875,000 +$17,512,522 -$13,087,626 +$4,424,896 KO, IVV, HD, AAPL, LMT 13F-HR 15 Jul 2020, 08:06
Q1 2020 716 $205,326,000 +$20,959,708 -$13,830,291 +$7,129,417 KO, IVV, HD, AAPL, LMT 13F-HR 13 Apr 2020, 14:02
Q4 2019 726 $246,953,000 +$7,642,060 -$4,179,425 +$3,462,635 KO, IVV, IWD, HD, AAPL 13F-HR 22 Jan 2020, 12:33
Q3 2019 693 $231,644,000 +$12,509,774 -$12,623,410 -$113,636 KO, IVV, IWD, HD, LMT 13F-HR 10 Oct 2019, 14:08
Q2 2019 717 $224,927,000 +$6,347,289 -$7,574,650 -$1,227,361 KO, IVV, IWD, HD, LMT 13F-HR 10 Jul 2019, 15:42
Q1 2019 720 $216,066,000 +$7,541,550 -$5,393,411 +$2,148,139 KO, IVV, IWD, HD, SCHF 13F-HR 24 Apr 2019, 11:19
Q4 2018 724 $197,489,000 +$14,078,001 -$12,708,860 +$1,369,141 KO, IWD, IVV, HD, LMT 13F-HR 18 Jan 2019, 14:00
Q3 2018 816 $218,074,000 +$5,429,913 -$9,564,892 -$4,134,979 KO, EFA, HD, IWD, LMT 13F-HR 16 Oct 2018, 14:13
Q2 2018 827 $210,178,000 +$12,693,253 -$3,087,655 +$9,605,598 KO, HD, EFA, IWD, LMT 13F-HR 13 Jul 2018, 08:57
Q1 2018 803 $198,340,000 +$9,095,420 -$17,397,573 -$8,302,153 KO, LMT, HD, EFA, IWD 13F-HR 30 Apr 2018, 14:06
Q4 2017 914 $212,993,000 $0 $0 $0 KO, HD, LMT, EFA, T 13F-HR 13 Feb 2018, 16:59