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Marie Freemyer

@Truefg, Llc

Latest period2024 - Q4ReportedManaged Assets$306.254MTotal holdings53
Assets growth rate0.08%Assets growth rate (2-Q avg)5.32%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Truefg, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Truefg, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 306.254M in assets, with a quarterly growth rate of 0.08% and a 2-quarter average growth rate of 5.32%. The portfolio is managed by Marie Freemyer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
New Position
0.26%
$778,211
5,795 shares@ $134.3 avg price
IEFAIshares Tr
Recent Activity
Increased 4.48%
0.26%
$776,243
11,045 shares@ $70.29 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
0.25%
$743,435
3,500 shares@ $212.41 avg price
IMCBIshares Tr
Recent Activity
0.24%
$729,898
9,585 shares@ $76.16 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.23%
$679,467
1,499 shares@ $453.29 avg price
SPXVProshares Tr
Recent Activity
0.22%
$670,931
10,541 shares@ $63.65 avg price
AGGIshares Tr
Recent Activity
Increased 7.26%
0.2%
$592,790
6,118 shares@ $96.9 avg price
EAGGIshares Tr
Recent Activity
Increased 4.69%
0.18%
$551,057
11,866 shares@ $46.44 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -8.77%
0.17%
$508,283
1,206 shares@ $421.47 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 2.16%
0.17%
$501,141
6,969 shares@ $71.92 avg price