Please wait while we load the requested 13F-HR report or click the link below:
https://last10k.com/sec-filings/report/1810512/000181051222000003/xslForm13F_X01/TruAdvice_13f.xml
SEC Filings
Last10K.com | 13F-HR Institutional Manager Holdings Report Tue May 10 2022
Newest Stocks
IVE +$14.60M
DNP +$11.42M
QYLD +$7.96M
DNP +$11.42M
QYLD +$7.96M
Biggest Buys
TIP +2,144%
SPY +111%
SCHA +110%
SPY +111%
SCHA +110%
Largest Sells
SPEU -$546K
IXG -$471K
SRVR -$450K
IXG -$471K
SRVR -$450K
Portfolio Holdings
Portfolio Value: $179.34M
Previous Value: $106.57M
Value Change: 68.28%
Previous Value: $106.57M
Value Change: 68.28%
Filter By:
| CUSIP Ticker |
Issuer Class |
Sector Industry |
Value (USD) Weight |
Change % Shares ( Amount ) |
Tags Filters |
|---|---|---|---|---|---|
|
464287408 IVE |
ISHARES TR S&P 500 VAL ETF |
|
$14.60M 8.14% |
100.00% 98,687 ( +98687 ) |
NEW |
|
23325P104 DNP |
DNP SELECT INCOME FD INC COM |
Finance, Insurance and Real Estate Life Insurance |
$11.42M 6.37% |
100.00% 1,023,347 ( +1023347 ) |
NEW |
|
37954Y483 QYLD |
GLOBAL X FDS NASDAQ 100 COVER |
|
$7.96M 4.44% |
100.00% 406,300 ( +406300 ) |
NEW |
|
37954Y475 XYLD |
GLOBAL X FDS S&P 500 COVERED |
|
$7.29M 4.07% |
100.00% 155,495 ( +155495 ) |
NEW |
|
464287200 IVV |
ISHARES TR CORE S&P500 ETF |
|
$6.54M 3.65% |
13.35% 15,706 ( +1850 ) |
INCREASE |
|
74347B714 PSQ |
PROSHARES TR SHORT QQQ NEW |
|
$6.33M 3.53% |
100.00% 486,452 ( +486452 ) |
NEW |
|
74347B425 SH |
PROSHARES TR SHORT S&P 500 NE |
Finance, Insurance and Real Estate Security Brokers Dealers And Flotation Companies |
$6.22M 3.47% |
100.00% 406,974 ( +406974 ) |
NEW |
|
464287176 TIP |
ISHARES TR TIPS BD ETF |
|
$5.82M 3.25% |
2,143.89% 49,186 ( +46994 ) |
INCREASE |
|
46435G425 ESGU |
ISHARES TR ESG AWR MSCI USA |
|
$5.77M 3.22% |
7.87% 62,305 ( +4548 ) |
INCREASE |
|
69374H568 PSFF |
PACER FDS TR SWAN SOS FD OF |
|
$5.66M 3.16% |
16.45% 263,676 ( +37242 ) |
INCREASE |
|
00162Q536 RFCI |
ALPS ETF TR RIVERFRONT DYM |
|
$5.20M 2.90% |
0.70% 227,663 ( +1579 ) |
INCREASE |
|
00162Q528 RFDA |
ALPS ETF TR RIVERFRNT DYMC |
|
$4.69M 2.61% |
0.29% 102,175 ( +299 ) |
INCREASE |
|
78468R200 FLRN |
SPDR SER TR BLOOMBERG INVT |
|
$3.64M 2.03% |
100.00% 119,359 ( +119359 ) |
NEW |
|
33740F755 BUFR |
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ |
|
$3.32M 1.85% |
1.47% 147,896 ( +2143 ) |
INCREASE |
|
78462F103 SPY |
SPDR S&P 500 ETF TR TR UNIT |
|
$2.99M 1.67% |
111.33% 7,217 ( +3802 ) |
INCREASE |
|
78463V107 GLD |
SPDR GOLD TR GOLD SHS |
Finance, Insurance and Real Estate Commodity Contracts Brokers And Dealers |
$2.80M 1.56% |
100.00% 16,138 ( +16138 ) |
NEW |
|
464288877 EFV |
ISHARES TR EAFE VALUE ETF |
|
$2.55M 1.42% |
5.47% 53,756 ( -3113 ) |
DECREASE |
|
025072885 AVUS |
AMERICAN CENTY ETF TR US EQT ETF |
|
$2.39M 1.33% |
3.58% 33,338 ( +1152 ) |
INCREASE |
|
78470P408 XLSR |
SSGA ACTIVE TR SPDR SSGA US SCT |
|
$2.29M 1.28% |
1.09% 54,735 ( -603 ) |
DECREASE |
|
46428Q109 SLV |
ISHARES SILVER TR ISHARES |
Finance, Insurance and Real Estate Commodity Contracts Brokers And Dealers |
$2.27M 1.27% |
100.00% 108,828 ( +108828 ) |
NEW |
|
78464A854 SPLG |
SPDR SER TR PORTFOLIO S&P500 |
|
$1.97M 1.10% |
11.85% 40,450 ( +4284 ) |
INCREASE |
|
78463X889 SPDW |
SPDR INDEX SHS FDS PORTFOLIO DEVLPD |
|
$1.92M 1.07% |
33.66% 60,324 ( -30605 ) |
DECREASE |
|
97717X511 AGGY |
WISDOMTREE TR YIELD ENHANCD US |
|
$1.87M 1.04% |
0.42% 41,414 ( -173 ) |
DECREASE |
|
46429B267 GOVT |
ISHARES TR US TREAS BD ETF |
|
$1.87M 1.04% |
6.01% 77,975 ( +4418 ) |
INCREASE |
|
09247F100 BKT |
BLACKROCK INCOME TR INC COM |
832327 |
$1.78M 0.99% |
100.00% 380,019 ( +380019 ) |
NEW |
|
922908736 VUG |
VANGUARD INDEX FDS GROWTH ETF |
|
$1.52M 0.85% |
6.86% 6,001 ( +385 ) |
INCREASE |
|
46434V613 IUSB |
ISHARES TR CORE TOTAL USD |
|
$1.52M 0.85% |
6.24% 32,162 ( +1890 ) |
INCREASE |
|
921943858 VEA |
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF |
|
$1.49M 0.83% |
5.06% 33,336 ( +1607 ) |
INCREASE |
|
33740F763 FFEB |
FIRST TR EXCHNG TRADED FD VI US EQT BUFFER |
|
$1.47M 0.82% |
0.18% 40,722 ( -75 ) |
DECREASE |
|
33739P608 RFDI |
FIRST TR EXCH TRADED FD III RIVRFRNT DYN DEV |
|
$1.42M 0.79% |
0.74% 23,338 ( +172 ) |
INCREASE |
|
464288885 EFG |
ISHARES TR EAFE GRWTH ETF |
|
$1.34M 0.75% |
28.43% 15,255 ( -6059 ) |
DECREASE |
|
922908744 VTV |
VANGUARD INDEX FDS VALUE ETF |
|
$1.34M 0.75% |
8.64% 9,541 ( +759 ) |
INCREASE |
|
33740F847 FNOV |
FIRST TR EXCHNG TRADED FD VI CBOE EQT BUFER |
|
$1.29M 0.72% |
0.35% 36,046 ( -125 ) |
DECREASE |
|
78468R853 SPSM |
SPDR SER TR PORTFOLIO S&P600 |
|
$1.27M 0.71% |
108.41% 32,387 ( +16847 ) |
INCREASE |
|
78463X509 SPEM |
SPDR INDEX SHS FDS PORTFOLIO EMG MK |
|
$1.23M 0.69% |
18.74% 33,986 ( +5364 ) |
INCREASE |
|
46090F100 PDBC |
INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD |
|
$1.12M 0.63% |
16.39% 59,231 ( +8343 ) |
INCREASE |
|
594918104 MSFT |
MICROSOFT CORP COM |
Services and Technology Prepackaged Software |
$1.09M 0.61% |
26.18% 3,836 ( +796 ) |
INCREASE |
|
025072703 AVDE |
AMERICAN CENTY ETF TR INTL EQT ETF |
|
$1.06M 0.59% |
3.83% 18,906 ( +697 ) |
INCREASE |
|
45782C573 PNOV |
INNOVATOR ETFS TR US EQTY PWR BUF |
|
$1.06M 0.59% |
0.21% 36,333 ( -78 ) |
DECREASE |
|
97717W588 EPS |
WISDOMTREE TR US LARGECAP FUND |
|
$989K 0.55% |
4.82% 22,159 ( -1123 ) |
DECREASE |
|
06759L103 BBDC |
BARINGS BDC INC COM |
1379785 |
$941K 0.52% |
100.00% 94,451 ( +94451 ) |
NEW |
|
97717Y790 NTSX |
WISDOMTREE TR US EFFICIENT COR |
|
$931K 0.52% |
4.00% 25,579 ( -1065 ) |
DECREASE |
|
808524839 SCHZ |
SCHWAB STRATEGIC TR US AGGREGATE B |
|
$917K 0.51% |
12.03% 19,067 ( +2048 ) |
INCREASE |
|
037833100 AAPL |
APPLE INC COM |
Manufacturing Electronic Computers |
$867K 0.48% |
13.41% 5,487 ( +649 ) |
INCREASE |
|
78470P507 FISR |
SSGA ACTIVE TR SPDR SSGA FXD |
|
$863K 0.48% |
6.65% 31,621 ( -2252 ) |
DECREASE |
|
97717X578 XSOE |
WISDOMTREE TR EM EX ST-OWNED |
|
$819K 0.46% |
7.68% 27,009 ( +1926 ) |
INCREASE |
|
00162Q510 RFFC |
ALPS ETF TR RIVERFRNT FLEX |
|
$791K 0.44% |
0.27% 18,155 ( +49 ) |
INCREASE |
|
46434G863 ESGE |
ISHARES INC ESG AWR MSCI EM |
|
$781K 0.44% |
2.28% 22,805 ( +509 ) |
INCREASE |
|
33740U505 FDEC |
FIRST TR EXCHNG TRADED FD VI FT CBOE EQTY BFR |
|
$780K 0.43% |
0.00% 24,320 ( +0 ) |
NO CHANGE |
|
464287804 IJR |
ISHARES TR CORE S&P SCP ETF |
|
$779K 0.43% |
0.05% 7,777 ( +4 ) |
INCREASE |
|
33740F748 FMAY |
FIRST TR EXCHNG TRADED FD VI CBOE VEST US BUF |
|
$695K 0.39% |
0.40% 19,459 ( -79 ) |
DECREASE |
|
464287796 IYE |
ISHARES TR U.S. ENERGY ETF |
|
$679K 0.38% |
9.21% 16,772 ( +1414 ) |
INCREASE |
|
46431W853 COMT |
ISHARES U S ETF TR GSCI CMDTY STGY |
|
$674K 0.38% |
20.69% 16,032 ( +2748 ) |
INCREASE |
|
33740U208 FJUL |
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT |
|
$650K 0.36% |
0.05% 19,044 ( -10 ) |
DECREASE |
|
97717W760 DLS |
WISDOMTREE TR INTL SMCAP DIV |
|
$628K 0.35% |
0.10% 9,729 ( -10 ) |
DECREASE |
|
78468R663 BIL |
SPDR SER TR BLOOMBERG 1-3 MO |
|
$597K 0.33% |
54.85% 6,527 ( +2312 ) |
INCREASE |
|
78464A847 SPMD |
SPDR SER TR PORTFOLIO S&P400 |
Services and Technology Advertising |
$583K 0.33% |
0.42% 13,238 ( +56 ) |
INCREASE |
|
46432F388 VLUE |
ISHARES TR MSCI USA VALUE |
|
$575K 0.32% |
1.46% 5,785 ( +83 ) |
INCREASE |
|
33740U885 FAPR |
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT |
|
$558K 0.31% |
0.00% 18,500 ( +0 ) |
NO CHANGE |
|
025072877 AVUV |
AMERICAN CENTY ETF TR US SML CP VALU |
|
$551K 0.31% |
3.09% 7,281 ( +218 ) |
INCREASE |
|
33740F854 DAUG |
FIRST TR EXCHNG TRADED FD VI VEST US DEEP |
|
$540K 0.30% |
0.08% 16,166 ( -13 ) |
DECREASE |
|
00888H109 AZAA |
AIM ETF PRODUCTS TRUST US LRG CP BUF10 |
|
$534K 0.30% |
0.00% 19,054 ( +0 ) |
NO CHANGE |
|
023135106 AMZN |
AMAZON COM INC COM |
Retail Trade Retail Catalog And Mail Order Houses |
$525K 0.29% |
63.57% 211 ( +82 ) |
INCREASE |
|
33740F664 FOCT |
FIRST TR EXCHNG TRADED FD VI VEST US EQTY BUF |
|
$522K 0.29% |
0.00% 15,743 ( +0 ) |
NO CHANGE |
|
00888H703 AZAJ |
AIM ETF PRODUCTS TRUST US LRG CP BUFR10 |
|
$514K 0.29% |
0.00% 19,857 ( +0 ) |
NO CHANGE |
|
00888H307 AZAL |
AIM ETF PRODUCTS TRUST US LRG CAP BUF10 |
|
$514K 0.29% |
0.00% 18,656 ( +0 ) |
NO CHANGE |
|
33740U802 DAPR |
FIRST TR EXCHNG TRADED FD VI CBOE VEST US DEP |
|
$512K 0.29% |
0.00% 16,750 ( +0 ) |
NO CHANGE |
|
97717Y857 USMF |
WISDOMTREE TR US MULTIFACTOR |
|
$507K 0.28% |
5.16% 13,021 ( -708 ) |
DECREASE |
|
704326107 PAYX |
PAYCHEX INC COM |
Services and Technology Engineering Accounting Research Management |
$494K 0.28% |
0.00% 3,869 ( +0 ) |
NO CHANGE |
|
922042858 VWO |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF |
|
$492K 0.27% |
1.11% 11,358 ( +125 ) |
INCREASE |
|
478160104 JNJ |
JOHNSON & JOHNSON COM |
Manufacturing Pharmaceutical Preparations |
$492K 0.27% |
13.44% 2,752 ( +326 ) |
INCREASE |
|
69374H477 |
PACER FDS TR SWAN SOS FLEX AP |
|
$491K 0.27% |
0.00% 22,500 ( +0 ) |
NO CHANGE |
|
46435G474 FALN |
ISHARES TR FALN ANGLS USD |
|
$487K 0.27% |
10.42% 18,611 ( +1757 ) |
INCREASE |
|
97717W125 WTMF |
WISDOMTREE TR FUTRE STRAT FD |
|
$483K 0.27% |
7.07% 13,663 ( -1040 ) |
DECREASE |
|
97717Y683 GCC |
WISDOMTREE TR ENHNCD CMMDTY ST |
Finance, Insurance and Real Estate Commodity Contracts Brokers And Dealers |
$473K 0.26% |
23.43% 18,441 ( -5644 ) |
DECREASE |
|
97717X651 DGRS |
WISDOMTREE TR US S CAP QTY DIV |
|
$470K 0.26% |
4.12% 11,193 ( -481 ) |
DECREASE |
|
464288588 MBB |
ISHARES TR MBS ETF |
|
$458K 0.26% |
3.96% 4,696 ( +179 ) |
INCREASE |
|
46141T117 PPI |
INVESTMENT MANAGERS SER TR I AXS ASTORIA INFL |
|
$450K 0.25% |
100.00% 16,474 ( +16474 ) |
NEW |
|
78464A664 SPTL |
SPDR SER TR PORTFOLIO LN TSR |
|
$438K 0.24% |
4.21% 12,990 ( -571 ) |
DECREASE |
|
808524797 SCHD |
SCHWAB STRATEGIC TR US DIVIDEND EQ |
|
$438K 0.24% |
100.00% 5,768 ( +5768 ) |
NEW |
|
46429B697 USMV |
ISHARES TR MSCI USA MIN VOL |
|
$429K 0.24% |
2.04% 5,865 ( +117 ) |
INCREASE |
|
17275R102 CSCO |
CISCO SYS INC COM |
Manufacturing Computer Communications Equipment |
$429K 0.24% |
14.02% 8,603 ( +1058 ) |
INCREASE |
|
78464A409 SPYG |
SPDR SER TR PRTFLO S&P500 GW |
|
$429K 0.24% |
100.00% 7,329 ( +7329 ) |
NEW |
|
464287671 IUSG |
ISHARES TR CORE S&P US GWT |
|
$427K 0.24% |
100.00% 4,555 ( +4555 ) |
NEW |
|
097023105 BA |
BOEING CO COM |
Manufacturing Aircraft |
$424K 0.24% |
9.18% 2,854 ( +240 ) |
INCREASE |
|
922908751 VB |
VANGUARD INDEX FDS SMALL CP ETF |
|
$418K 0.23% |
12.86% 2,124 ( +242 ) |
INCREASE |
|
464287291 IXN |
ISHARES TR GLOBAL TECH ETF |
|
$417K 0.23% |
0.72% 8,015 ( -58 ) |
DECREASE |
|
025072604 AVEM |
AMERICAN CENTY ETF TR AVANTIS EMGMKT |
|
$402K 0.22% |
3.87% 7,195 ( +268 ) |
INCREASE |
|
33740F615 DMAR |
FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US |
|
$396K 0.22% |
0.56% 12,735 ( -72 ) |
DECREASE |
|
00110G408 BTAL |
AGF INVTS TR AGFIQ US MK ANTI |
|
$384K 0.21% |
8.63% 19,552 ( -1847 ) |
DECREASE |
|
97717Y725 MTGP |
WISDOMTREE TR MORTGAGE PLUS BD |
|
$375K 0.21% |
9.95% 8,107 ( -896 ) |
DECREASE |
|
78467V103 RLY |
SSGA ACTIVE ETF TR MULT ASS RLRTN |
|
$375K 0.21% |
100.00% 12,380 ( +12380 ) |
NEW |
|
78463X871 GWX |
SPDR INDEX SHS FDS S&P INTL SMLCP |
|
$370K 0.21% |
0.84% 11,450 ( +95 ) |
INCREASE |
|
46137V357 RSP |
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT |
|
$366K 0.20% |
100.00% 2,477 ( +2477 ) |
NEW |
|
46138J742 IUS |
INVESCO EXCH TRD SLF IDX FD RAFI STRATGIC US |
|
$355K 0.20% |
100.00% 9,240 ( +9240 ) |
NEW |
|
97717X560 PUTW |
WISDOMTREE TR CBOE S&P 500 |
|
$350K 0.20% |
10.48% 10,301 ( -1206 ) |
DECREASE |
|
78468R861 TIPX |
SPDR SER TR BLOOMBERG 1 10 Y |
|
$349K 0.19% |
1.53% 17,477 ( +263 ) |
INCREASE |
|
808524870 SCHP |
SCHWAB STRATEGIC TR US TIPS ETF |
|
$339K 0.19% |
7.39% 5,845 ( +402 ) |
INCREASE |
|
97717X172 WFHY |
WISDOMTREE TR US HGH YLD CORP |
|
$336K 0.19% |
12.73% 7,174 ( -1046 ) |
DECREASE |
|
78467X109 DIA |
SPDR DOW JONES INDL AVERAGE UT SER 1 |
|
$332K 0.19% |
100.00% 1,003 ( +1003 ) |
NEW |
|
33740F623 FJAN |
FIRST TR EXCHNG TRADED FD VI FT CBOE VEST BFR |
|
$330K 0.18% |
0.00% 10,000 ( +0 ) |
NO CHANGE |
|
45782C565 UNOV |
INNOVATOR ETFS TR US EQTY ULTRA BU |
|
$329K 0.18% |
0.55% 11,728 ( -65 ) |
DECREASE |
|
464288687 PFF |
ISHARES TR PFD AND INCM SEC |
|
$328K 0.18% |
100.00% 9,858 ( +9858 ) |
NEW |
|
46434V621 DGRO |
ISHARES TR CORE DIV GRWTH |
|
$324K 0.18% |
100.00% 6,398 ( +6398 ) |
NEW |
|
464288653 TLH |
ISHARES TR 10-20 YR TRS ETF |
|
$317K 0.18% |
2.94% 2,595 ( +74 ) |
INCREASE |
|
009158106 APD |
AIR PRODS & CHEMS INC COM |
Manufacturing Industrial Inorganic Chemicals |
$313K 0.17% |
0.00% 1,330 ( +0 ) |
NO CHANGE |
|
713448108 PEP |
PEPSICO INC COM |
Manufacturing Beverages |
$303K 0.17% |
100.00% 1,804 ( +1804 ) |
NEW |
|
46090E103 QQQ |
INVESCO QQQ TR UNIT SER 1 |
|
$298K 0.17% |
100.00% 937 ( +937 ) |
NEW |
|
78470P200 STOT |
SSGA ACTIVE TR SPDR DBLELN SHRT |
|
$296K 0.17% |
4.43% 6,277 ( -291 ) |
DECREASE |
|
254687106 DIS |
DISNEY WALT CO COM |
Services and Technology Miscellaneous Amusement And Recreation |
$289K 0.16% |
100.00% 2,545 ( +2545 ) |
NEW |
|
45782C375 UMAR |
INNOVATOR ETFS TR US EQT ULTRA BF |
|
$285K 0.16% |
0.34% 9,760 ( -33 ) |
DECREASE |
|
78467V608 SRLN |
SSGA ACTIVE ETF TR BLACKSTONE SENR |
|
$272K 0.15% |
0.15% 6,161 ( -9 ) |
DECREASE |
|
33739G103 FMF |
FIRST TR EXCHANGE-TRADED FD MNGD FUTRS STRGY |
|
$269K 0.15% |
0.00% 5,173 ( +0 ) |
NO CHANGE |
|
233331107 DTE |
DTE ENERGY CO COM |
Transportation, Telecom and Public Utilities Electric Services |
$262K 0.15% |
100.00% 2,037 ( +2037 ) |
NEW |
|
33740Y101 FAAR |
FIRST TR EXCHANGE TRAD FD VI ALT ABSLT STRG |
|
$255K 0.14% |
6.67% 7,349 ( -525 ) |
DECREASE |
|
45782C508 PJAN |
INNOVATOR ETFS TR US EQTY PWR BUF |
|
$254K 0.14% |
0.00% 8,159 ( +0 ) |
NO CHANGE |
|
33740F698 DJUL |
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT |
|
$250K 0.14% |
0.00% 7,800 ( +0 ) |
NO CHANGE |
|
37954Y806 ALTY |
GLOBAL X FDS ALTERNATIVE INCM |
|
$249K 0.14% |
100.00% 20,319 ( +20319 ) |
NEW |
|
45782C474 KJAN |
INNOVATOR ETFS TR US SML CP PWR B |
|
$246K 0.14% |
0.00% 8,300 ( +0 ) |
NO CHANGE |
|
45782C599 KOCT |
INNOVATOR ETFS TR US SML CP PWR B |
|
$239K 0.13% |
0.00% 9,500 ( +0 ) |
NO CHANGE |
|
464287739 IYR |
ISHARES TR U.S. REAL ES ETF |
|
$239K 0.13% |
100.00% 2,360 ( +2360 ) |
NEW |
|
808524607 SCHA |
SCHWAB STRATEGIC TR US SML CAP ETF |
|
$237K 0.13% |
109.71% 5,442 ( +2847 ) |
INCREASE |
|
46435U861 DIVB |
ISHARES TR US DIVID BYBCK |
|
$235K 0.13% |
100.00% 5,948 ( +5948 ) |
NEW |
|
00214Q401 ARKW |
ARK ETF TR NEXT GNRTN INTER |
|
$229K 0.13% |
0.80% 3,403 ( +27 ) |
INCREASE |
|
92203J407 BNDX |
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF |
|
$227K 0.13% |
2.66% 4,480 ( +116 ) |
INCREASE |
|
025072802 AVDV |
AMERICAN CENTY ETF TR INTL SMCP VLU |
|
$224K 0.12% |
3.66% 3,792 ( +134 ) |
INCREASE |
|
33738D101 EMLP |
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY |
|
$223K 0.12% |
19.80% 8,404 ( -2075 ) |
DECREASE |
|
464288158 SUB |
ISHARES TR SHRT NAT MUN ETF |
|
$220K 0.12% |
100.00% 2,120 ( +2120 ) |
NEW |
|
00162Q783 RIGS |
ALPS ETF TR RIVRFRNT STR INC |
|
$217K 0.12% |
4.57% 9,390 ( +410 ) |
INCREASE |
|
46432F834 IXUS |
ISHARES TR CORE MSCI TOTAL |
|
$217K 0.12% |
100.00% 3,504 ( +3504 ) |
NEW |
|
46090A507 PSMM |
INVESCO ACTIVELY MANAGED ETF MDRTLY CNSRTIV |
|
$212K 0.12% |
100.00% 14,832 ( +14832 ) |
NEW |
|
81369Y506 XLE |
SELECT SECTOR SPDR TR ENERGY |
|
$210K 0.12% |
100.00% 2,756 ( +2756 ) |
NEW |
|
89832Q109 TFC |
TRUIST FINL CORP COM |
Finance, Insurance and Real Estate National Commercial Banks |
$202K 0.11% |
0.19% 4,137 ( -8 ) |
DECREASE |
|
345370860 F |
FORD MTR CO DEL COM |
Manufacturing Motor Vehicles And Passenger Car Bodies |
$157K 0.09% |
100.00% 10,997 ( +10997 ) |
NEW |
|
78463X103 SPEU |
SPDR INDEX SHS FDS PORTFLO EURP ETF |
|
$0 0.00% |
100.00% 0 ( -13262 ) |
SOLD |
|
464287333 IXG |
ISHARES TR GLOBAL FINLS ETF |
|
$0 0.00% |
100.00% 0 ( -5560 ) |
SOLD |
|
69374H741 SRVR |
PACER FDS TR BNCHMRK INFRA |
|
$0 0.00% |
100.00% 0 ( -12261 ) |
SOLD |
|
78464A367 SPLB |
SPDR SER TR PORTFOLIO LN COR |
|
$0 0.00% |
100.00% 0 ( -13893 ) |
SOLD |
|
78468R622 JNK |
SPDR SER TR BLOOMBERG HIGH Y |
|
$0 0.00% |
100.00% 0 ( -2874 ) |
SOLD |
|
922042866 VPL |
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF |
|
$0 0.00% |
100.00% 0 ( -3813 ) |
SOLD |
View differences made from one to another to evaluate Truadvice, Llc's financial trajectory
Compare this 13F-HR Manager Holdings to its predecessor by reading our highlights to see what text and tables were removed , added and changed by Truadvice, Llc.
Assess how Truadvice, Llc's management team is paid from their Annual Proxy
Truadvice, Llc's Definitive Proxy Statement (Form DEF 14A) filed after their 2022 10-K Annual Report includes:
- Voting Procedures
- Board Members
- Executive Team
- Salaries, Bonuses, Perks
- Peers / Competitors
Tools
CIK: 1810512
Form Type: 13F-HR Manager Holdings
Accession Number: 0001810512-22-000003
Submitted to the SEC: Tue May 10 2022 4:24:24 PM EST
Accepted by the SEC: Tue May 10 2022
Period: Thursday, March 31, 2022
External Resources:
Bookmark the Permalink: https://last10k.com/sec-filings/1810512/0001810512-22-000003.htm
SEC Filing Exhibit
PDF Download
Loading SEC Filing Exhibit...
Excel DownloadLoading SEC Filing Financial Summary...