News + Filings Holdings
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True Wealth Design, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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ORANGE
| ORAN | SPONSORED ADR | 0 | -75,003 | 0 | -894,783,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Chemours Co
| CC | COM | 0 | -24,194 | 0 | -724,369,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SLY | Common | 0 | -6,304 | 0 | -529,726,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 0 | -2,650 | 0 | -155,131,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VDE | Common | 0 | -1,017 | 0 | -116,172,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Rocket Companies, Inc.
| RKT | Common | 0 | -4,935 | 0 | -44,712,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 0 | -240 | 0 | -23,208,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 0 | -58 | 0 | -21,813,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 0 | -63 | 0 | -14,204,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NEOGENOMICS INC
| NEO | COMMON | 0 | -800 | 0 | -13,928,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Affirm Holdings, Inc.
| AFRM | COM | 0 | -1,100 | 0 | -12,397,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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GOODYEAR TIRE & RUBBER CO /OH/
| GT | Common | 0 | -1,000 | 0 | -11,020,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ChargePoint Holdings, Inc.
| CHPT | Common | 0 | -950 | 0 | -9,947,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DraftKings Holdings Inc.
| DKNG | Stock | 0 | -500 | 0 | -9,680,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| WFC | Common | 0 | -220 | 0 | -8,224,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CAPITAL ONE FINANCIAL CORP
| COF | Common | 0 | -85 | 0 | -8,174,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Exscientia plc
| EXAI | Common | 0 | -1,500 | 0 | -7,950,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| BBT | Common | 0 | -225 | 0 | -7,673,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vivid Seats Inc.
| SEAT | COM CL A | 0 | -1,000 | 0 | -7,630,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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US BANCORP \DE\
| USB | Common | 0 | -204 | 0 | -7,355,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Bank of New York Mellon Corp
| BK | Common | 0 | -161 | 0 | -7,316,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ReNew Energy Global plc
| RNW | Common | 0 | -1,000 | 0 | -5,620,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SmileDirectClub, Inc.
| SDC | Common | 0 | -11,705 | 0 | -5,034,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ARCH CAPITAL GROUP LTD.
| ACGL | Common | 0 | -74 | 0 | -5,023,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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abrdn Gold ETF Trust
| SGOL | Common | 0 | -200 | 0 | -3,774,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Butterfly Network, Inc.
| BFLY | COMMON STOCK | 0 | -2,000 | 0 | -3,760,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DT Midstream, Inc.
| DTM | COMMON STOCK | 0 | -75 | 0 | -3,703,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD STAR FUNDS
| VXUS | Common | 0 | -63 | 0 | -3,473,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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XPENG INC.
| XPEV | Call | 0 | -300 | 0 | -3,333,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Matterport, Inc./DE
| MTTR | Common | 0 | -1,100 | 0 | -3,003,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Robinhood Markets, Inc.
| HOOD | COM CL A | 0 | -300 | 0 | -2,913,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MARKEL GROUP INC.
| MKL | Common | 0 | -2 | 0 | -2,555,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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AUTOZONE INC
| AZO | Common | 0 | -1 | 0 | -2,459,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NOKIA CORP
| NOK | SPONSORED ADR | 0 | -500 | 0 | -2,455,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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JACOBS SOLUTIONS INC.
| J | COM | 0 | -20 | 0 | -2,351,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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