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Dorothy L Broadhead

@Truewealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$299.611MTotal holdings222
Assets growth rate0.1%Assets growth rate (2-Q avg)5.43%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Truewealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 222 positions.

Assets under management

The assets under management (AUM) of Truewealth Advisors, 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 299.611M in assets, with a quarterly growth rate of 0.1% and a 2-quarter average growth rate of 5.43%. The portfolio is managed by Dorothy L Broadhead, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OSCVEtf Ser Solutions
Recent Activity
Decreased -18.03%
0.7%
$2.097M
56,692 shares@ $36.99 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 11.28%
0.69%
$2.054M
36,424 shares@ $56.39 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.01%
0.65%
$1.925M
9,831 shares@ $195.83 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 22.12%
0.63%
$1.862M
32,099 shares@ $58.0 avg price
IIPRInnovative Indl Pptys Inc
Recent Activity
Increased 15.31%
0.62%
$1.843M
27,657 shares@ $66.64 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 9.96%
0.61%
$1.824M
8,316 shares@ $219.39 avg price
IVVIshares Tr
Recent Activity
Increased 5.3%
0.6%
$1.781M
3,025 shares@ $588.64 avg price
TAt&t Inc
Recent Activity
Increased 0.05%
0.6%
$1.775M
77,963 shares@ $22.77 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 92.78%
0.59%
$1.74M
67,381 shares@ $25.83 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -56.49%
0.57%
$1.694M
9,667 shares@ $175.24 avg price