TrueWealth LLC

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Assets, Funds, Holdings

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TrueWealth LLC
CRD #111055
SEC #801-57165
CIK #0001722092
AUM$1.3 BB
Employees29
Phone404-487-0500
Address3630 Peachtree Road, NE Suite 300
Atlanta, GA 30326
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
KO 197,430.0 61.6
HD 206,070.0 6.6
LMT 86,010.0 6.0
EFA 5.4
T 220,140.0 5.3
IVV 5.1
IWD 5.1
SPY 4.8
AAPL 843,560.0 4.4
ROL 13,330.0 3.7
View All
Holdings by Sector ($BB)