TrueWealth Advisors, LLC Diversified Active

CIK: 0001817714 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 27, 2022

Total Value ($000): $215,041 (100.0% shares, 0.0% debt)

Holdings (170)

FTSL FIRST TR EXCHANGE-TRADED FD 6.9%
Value ($000) $14,865 Shares 337,071 Est. Cost $44.73 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 6.3%
Value ($000) $13,647 Shares 309,167 Est. Cost $41.83 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 4.3%
Value ($000) $9,230 Shares 29,986 Est. Cost $331.97 Unrealized
DBEF DBX ETF TR 3.9%
Value ($000) $8,368 Shares 240,388 Est. Cost $35.67 Unrealized
SFBS SERVISFIRST BANCSHARES INC 3.6%
Value ($000) $7,794 Shares 98,760 Est. Cost $61.75 Unrealized +23.4%
SPY SPDR S&P 500 ETF TR 3.3%
Value ($000) $7,027 Shares 18,626 Est. Cost $394.39 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 2.8%
Value ($000) $5,968 Shares 249,934 Est. Cost $23.88 Unrealized
SPAB SPDR SER TR 2.7%
Value ($000) $5,913 Shares 224,388 Est. Cost $30.25 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 2.6%
Value ($000) $5,592 Shares 115,769 Est. Cost $50.04 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 2.5%
Value ($000) $5,424 Shares 202,688 Est. Cost $26.00 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 2.4%
Value ($000) $5,085 Shares 85,630 Est. Cost $59.38 Unrealized
VO VANGUARD INDEX FDS 2.0%
Value ($000) $4,406 Shares 22,368 Est. Cost $224.87 Unrealized
SCHD SCHWAB STRATEGIC TR 2.0%
Value ($000) $4,198 Shares 58,604 Est. Cost $71.24 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.8%
Value ($000) $3,951 Shares 27,539 Est. Cost $145.07 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 1.8%
Value ($000) $3,809 Shares 98,045 Est. Cost $43.03 Unrealized
IVE ISHARES TR 1.7%
Value ($000) $3,667 Shares 26,674 Est. Cost $142.84 Unrealized
QQQ INVESCO QQQ TR 1.6%
Value ($000) $3,458 Shares 12,337 Est. Cost $325.79 Unrealized
FSTA FIDELITY COVINGTON TRUST 1.5%
Value ($000) $3,316 Shares 76,646 Est. Cost $42.52 Unrealized
AGG ISHARES TR 1.4%
Value ($000) $3,002 Shares 29,521 Est. Cost $115.19 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $2,439 Shares 31,979 Est. Cost $82.97 Unrealized
XLI SELECT SECTOR SPDR TR 1.1%
Value ($000) $2,340 Shares 26,795 Est. Cost $87.33 Unrealized
IYH ISHARES TR 1.0%
Value ($000) $2,129 Shares 7,916 Est. Cost $261.16 Unrealized
VAW VANGUARD WORLD FDS 1.0%
Value ($000) $2,084 Shares 13,007 Est. Cost $170.32 Unrealized
PFF ISHARES TR 1.0%
Value ($000) $2,072 Shares 63,015 Est. Cost $38.75 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.9%
Value ($000) $1,892 Shares 46,370 Est. Cost $50.71 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $1,832 Shares 13,399 Est. Cost $132.33 Unrealized +12.3%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,818 Shares 12,557 Est. Cost $97.97 Unrealized +45.7%
MGC VANGUARD WORLD FD 0.8%
Value ($000) $1,818 Shares 13,793 Est. Cost $159.86 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.8%
Value ($000) $1,780 Shares 103,282 Est. Cost $20.58 Unrealized
SJNK SPDR SER TR 0.8%
Value ($000) $1,742 Shares 72,202 Est. Cost $27.21 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,709 Shares 6,656 Est. Cost $242.64 Unrealized +8.6%
IIPR INNOVATIVE INDL PPTYS INC 0.8%
Value ($000) $1,649 Shares 15,009 Est. Cost $160.15 Unrealized
IVV ISHARES TR 0.8%
Value ($000) $1,628 Shares 4,293 Est. Cost $417.51 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,620 Shares 31,532 Est. Cost $51.01 Unrealized
HEI/A HEICO CORP NEW 0.7%
Value ($000) $1,601 Shares 15,192 Est. Cost $126.45 Unrealized -9.5%
EDV VANGUARD WORLD FD 0.7%
Value ($000) $1,445 Shares 14,429 Est. Cost $134.14 Unrealized
VNQ VANGUARD INDEX FDS 0.6%
Value ($000) $1,350 Shares 14,813 Est. Cost $95.20 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,259 Shares 14,705 Est. Cost $39.30 Unrealized +102.5%
SO SOUTHERN CO 0.5%
Value ($000) $1,176 Shares 16,487 Est. Cost $54.45 Unrealized +18.1%
CIBR FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,167 Shares 29,004 Est. Cost $43.52 Unrealized
FENY FIDELITY COVINGTON TRUST 0.5%
Value ($000) $1,141 Shares 58,831 Est. Cost $19.39 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.5%
Value ($000) $1,128 Shares 29,053 Est. Cost $43.04 Unrealized
LEGR FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,085 Shares 32,048 Est. Cost $37.64 Unrealized
SCHG SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,083 Shares 18,680 Est. Cost $100.71 Unrealized
IUSB ISHARES TR 0.5%
Value ($000) $1,065 Shares 22,746 Est. Cost $52.45 Unrealized
WMB WILLIAMS COS INC 0.5%
Value ($000) $1,035 Shares 33,147 Est. Cost $16.01 Unrealized +82.4%
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $1,021 Shares 7,745 Est. Cost $133.17 Unrealized
ROP ROPER TECHNOLOGIES INC 0.5%
Value ($000) $1,002 Shares 2,540 Est. Cost $398.27 Unrealized +6.7%
T AT&T INC 0.5%
Value ($000) $977 Shares 46,635 Est. Cost $15.76 Unrealized +3.4%
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $947 Shares 15,282 Est. Cost $56.39 Unrealized
PSCC INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $947 Shares 9,388 Est. Cost $100.59 Unrealized
ESGU ISHARES TR 0.4%
Value ($000) $926 Shares 11,039 Est. Cost $96.62 Unrealized
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $925 Shares 55,176 Est. Cost $10.23 Unrealized +49.7%
BSV VANGUARD BD INDEX FDS 0.4%
Value ($000) $889 Shares 11,579 Est. Cost $82.10 Unrealized
TIP ISHARES TR 0.4%
Value ($000) $878 Shares 7,704 Est. Cost $128.50 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.4%
Value ($000) $854 Shares 17,239 Est. Cost $56.85 Unrealized
BOND PIMCO ETF TR 0.4%
Value ($000) $849 Shares 8,909 Est. Cost $110.20 Unrealized
DGRO ISHARES TR 0.4%
Value ($000) $826 Shares 17,338 Est. Cost $45.83 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $825 Shares 1,225 Est. Cost $194.54 Unrealized +40.3%
DAPR FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $821 Shares 28,180 Est. Cost $29.13 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $790 Shares 3,545 Est. Cost $279.60 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $776 Shares 4,445 Est. Cost $166.80 Unrealized +7.7%
HDV ISHARES TR 0.4%
Value ($000) $770 Shares 7,666 Est. Cost $93.46 Unrealized
IJS ISHARES TR 0.4%
Value ($000) $756 Shares 8,492 Est. Cost $95.17 Unrealized
SPYM SPDR SER TR 0.3%
Value ($000) $739 Shares 16,657 Est. Cost $44.37 Unrealized
GOVT ISHARES TR 0.3%
Value ($000) $726 Shares 30,391 Est. Cost $26.39 Unrealized
IGSB ISHARES TR 0.3%
Value ($000) $723 Shares 14,305 Est. Cost $54.33 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $722 Shares 13,768 Est. Cost $33.87 Unrealized +24.0%
IJR ISHARES TR 0.3%
Value ($000) $691 Shares 7,480 Est. Cost $110.21 Unrealized
SPTS SPDR SER TR 0.3%
Value ($000) $654 Shares 22,193 Est. Cost $30.43 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $653 Shares 12,877 Est. Cost $41.04 Unrealized -2.3%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $652 Shares 9,115 Est. Cost $42.83 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $624 Shares 6,570 Est. Cost $93.26 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $595 Shares 3,354 Est. Cost $136.01 Unrealized +17.6%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $579 Shares 4,103 Est. Cost $110.73 Unrealized +6.1%
BLACKROCK INCOME TR INC 0.3%
Value ($000) $576 Shares 126,804 Est. Cost $5.69 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $572 Shares 13,741 Est. Cost $50.77 Unrealized
IYW ISHARES TR 0.3%
Value ($000) $570 Shares 7,133 Est. Cost $88.73 Unrealized
SCHP SCHWAB STRATEGIC TR 0.3%
Value ($000) $569 Shares 10,196 Est. Cost $55.81 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $559 Shares 3,176 Est. Cost $212.82 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $556 Shares 7,913 Est. Cost $70.06 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $513 Shares 11,061 Est. Cost $51.44 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $513 Shares 3,570 Est. Cost $134.41 Unrealized +2.1%
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $511 Shares 20,126 Est. Cost $31.92 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $508 Shares 4,783 Est. Cost $126.09 Unrealized -0.8%
EFV ISHARES TR 0.2%
Value ($000) $470 Shares 10,829 Est. Cost $51.58 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $459 Shares 9,597 Est. Cost $53.47 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $453 Shares 3,123 Est. Cost $144.61 Unrealized
BLV VANGUARD BD INDEX FDS 0.2%
Value ($000) $449 Shares 5,627 Est. Cost $99.53 Unrealized
BAC BK OF AMERICA CORP 0.2%
Value ($000) $447 Shares 14,358 Est. Cost $24.25 Unrealized +35.0%
IYF ISHARES TR 0.2%
Value ($000) $433 Shares 6,186 Est. Cost $70.17 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $421 Shares 3,087 Est. Cost $166.67 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $420 Shares 5,410 Est. Cost $89.00 Unrealized
XHB SPDR SER TR 0.2%
Value ($000) $417 Shares 7,618 Est. Cost $74.13 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $412 Shares 5,897 Est. Cost $84.58 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $410 Shares 8,098 Est. Cost $55.68 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $408 Shares 3,185 Est. Cost $128.12 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $404 Shares 9,050 Est. Cost $69.80 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $394 Shares 1,216 Est. Cost $194.51 Unrealized +49.6%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $385 Shares 3,415 Est. Cost $107.99 Unrealized +4.7%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $380 Shares 3,966 Est. Cost $62.28 Unrealized +42.0%
TLT ISHARES TR 0.2%
Value ($000) $374 Shares 3,254 Est. Cost $114.94 Unrealized
IAGG ISHARES TR 0.2%
Value ($000) $373 Shares 7,479 Est. Cost $54.50 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $370 Shares 1,674 Est. Cost $180.88 Unrealized +18.0%
CODI COMPASS DIVERSIFIED 0.2%
Value ($000) $366 Shares 17,100 Est. Cost $14.90 Unrealized +31.8%
DVY ISHARES TR 0.2%
Value ($000) $353 Shares 3,000 Est. Cost $122.67 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.2%
Value ($000) $352 Shares 18,775 Est. Cost $19.19 Unrealized -8.4%
CSCO CISCO SYS INC 0.2%
Value ($000) $340 Shares 7,968 Est. Cost $45.93 Unrealized -6.8%
PSCH INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $338 Shares 2,471 Est. Cost $179.36 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $335 Shares 4,357 Est. Cost $64.97 Unrealized 0.0%
CLX CLOROX CO DEL 0.2%
Value ($000) $330 Shares 2,342 Est. Cost $172.26 Unrealized -26.5%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $327 Shares 3,212 Est. Cost $102.46 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $318 Shares 3,378 Est. Cost $114.72 Unrealized
BWZ SPDR SER TR 0.1%
Value ($000) $317 Shares 11,747 Est. Cost $30.41 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $315 Shares 6,636 Est. Cost $44.32 Unrealized -8.0%
QUAL ISHARES TR 0.1%
Value ($000) $305 Shares 2,733 Est. Cost $117.43 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $302 Shares 2,548 Est. Cost $121.53 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $301 Shares 4,169 Est. Cost $72.20 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $298 Shares 1,716 Est. Cost $166.38 Unrealized -0.1%
GOOGL ALPHABET INC 0.1%
Value ($000) $294 Shares 135 Est. Cost $110.77 Unrealized +5.5%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $291 Shares 2,292 Est. Cost $136.22 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $289 Shares 1,583 Est. Cost $216.27 Unrealized -9.9%
SLYG SPDR SER TR 0.1%
Value ($000) $282 Shares 4,006 Est. Cost $81.50 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.1%
Value ($000) $280 Shares 10,500 Est. Cost $15.12 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $279 Shares 1,019 Est. Cost $249.28 Unrealized +7.9%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $275 Shares 7,816 Est. Cost $35.54 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $274 Shares 4,949 Est. Cost $51.06 Unrealized +6.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $271 Shares 6,478 Est. Cost $38.45 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $270 Shares 629 Est. Cost $316.87 Unrealized +25.6%
ITA ISHARES TR 0.1%
Value ($000) $268 Shares 2,703 Est. Cost $94.79 Unrealized
BP BP PLC 0.1%
Value ($000) $264 Shares 9,324 Est. Cost $28.31 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $260 Shares 2,427 Est. Cost $87.69 Unrealized +8.8%
EEMV ISHARES INC 0.1%
Value ($000) $258 Shares 4,650 Est. Cost $55.48 Unrealized
WMT WALMART INC 0.1%
Value ($000) $257 Shares 2,111 Est. Cost $44.87 Unrealized -1.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $252 Shares 1,498 Est. Cost $168.22 Unrealized
PAWZ PROSHARES TR 0.1%
Value ($000) $251 Shares 4,744 Est. Cost $79.09 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $251 Shares 3,995 Est. Cost $56.76 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $249 Shares 1,627 Est. Cost $101.71 Unrealized +31.9%
TGT TARGET CORP 0.1%
Value ($000) $246 Shares 1,745 Est. Cost $180.18 Unrealized -5.6%
FLOT ISHARES TR 0.1%
Value ($000) $240 Shares 4,817 Est. Cost $50.87 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $240 Shares 2,432 Est. Cost $85.41 Unrealized 0.0%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $240 Shares 3,265 Est. Cost $83.33 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.1%
Value ($000) $239 Shares 3,999 Est. Cost $68.40 Unrealized -19.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $239 Shares 3,864 Est. Cost $54.09 Unrealized 0.0%
EFG ISHARES TR 0.1%
Value ($000) $236 Shares 2,932 Est. Cost $105.74 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $235 Shares 4,911 Est. Cost $55.43 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $228 Shares 2,336 Est. Cost $108.21 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $225 Shares 1,854 Est. Cost $115.34 Unrealized 0.0%
ZTS ZOETIS INC 0.1%
Value ($000) $225 Shares 1,310 Est. Cost $208.26 Unrealized -19.9%
BA BOEING CO 0.1%
Value ($000) $225 Shares 1,648 Est. Cost $223.02 Unrealized -33.9%
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $221 Shares 17,581 Est. Cost $17.01 Unrealized
SPIB SPDR SER TR 0.1%
Value ($000) $218 Shares 6,677 Est. Cost $32.65 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $215 Shares 3,645 Est. Cost $58.98 Unrealized
FALN ISHARES TR 0.1%
Value ($000) $215 Shares 8,740 Est. Cost $30.04 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $215 Shares 872 Est. Cost $229.60 Unrealized -1.4%
SHYG ISHARES TR 0.1%
Value ($000) $211 Shares 5,204 Est. Cost $45.40 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $210 Shares 1,398 Est. Cost $150.99 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $210 Shares 2,188 Est. Cost $88.52 Unrealized 0.0%
JPUS J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $209 Shares 2,279 Est. Cost $86.49 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $208 Shares 2,518 Est. Cost $86.35 Unrealized
EMHY ISHARES INC 0.1%
Value ($000) $206 Shares 5,995 Est. Cost $43.00 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $206 Shares 5,995 Est. Cost $34.36 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $205 Shares 3,000 Est. Cost $55.37 Unrealized +2.0%
DNP SELECT INCOME FD INC 0.1%
Value ($000) $205 Shares 18,924 Est. Cost $10.88 Unrealized
LINDE PLC 0.1%
Value ($000) $205 Shares 712 Est. Cost $346.91 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $202 Shares 2,552 Est. Cost $105.41 Unrealized
USIG ISHARES TR 0.1%
Value ($000) $201 Shares 3,950 Est. Cost $59.69 Unrealized
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $167 Shares 14,345 Est. Cost $14.08 Unrealized 0.0%
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $125 Shares 13,954 Est. Cost $11.07 Unrealized
PIMCO STRATEGIC INCOME FD 0.0%
Value ($000) $87 Shares 16,924 Est. Cost $6.80 Unrealized