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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
ORCLOracle Corp
Recent Activity
Increased 7.97%
0.28%
$811,232
4,868 shares@ $166.65 avg price
IYWIshares Tr
Recent Activity
Increased 0.92%
0.27%
$807,398
5,061 shares@ $159.54 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Increased 78.58%
0.27%
$785,437
13,141 shares@ $59.77 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 4.87%
0.27%
$779,542
9,100 shares@ $85.67 avg price
CGMUCapital Grp Fixed Incm Etf T
Recent Activity
Increased 17.17%
0.26%
$756,738
28,111 shares@ $26.92 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Increased 7.46%
0.24%
$715,570
9,120 shares@ $78.47 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 200%
0.24%
$689,771
29,757 shares@ $23.19 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 10.14%
0.22%
$648,327
9,962 shares@ $65.09 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.11%
0.22%
$637,187
3,801 shares@ $167.64 avg price
TPLCTimothy Plan
Recent Activity
Increased 14.57%
0.22%
$636,866
14,870 shares@ $42.83 avg price