StockDriftsStockDriftsTop 32 Transparent Wealth Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 26.02% | 231.2K | $35.6M | +1.08%(+2.48K) | — | 2023-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 19.75% | 414.6K | $27.0M | +0.51%(+2.09K) | — | 2023-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 10.12% | 95.7K | $13.8M | +1.13%(+1.07K) | — | 2023-03-31 | |
| IJR | ISHARES TR | 9.79% | 138.5K | $13.4M | +3.15%(+4.23K) | — | 2023-03-31 | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | 5.76% | 382.4K | $7.9M | +0.97%(+3.67K) | — | 2023-03-31 | |
| VO | VANGUARD INDEX FDS | 5.36% | 34.8K | $7.3M | +2.86%(+967) | — | 2023-03-31 | |
| MGV | VANGUARD WORLD FD | 4.57% | 61.9K | $6.3M | +0.68%(+420) | — | 2023-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 2.88% | 60.0K | $3.9M | -2.82%(-1.74K) | — | 2023-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.69% | 14.8K | $3.7M | -4.26%(-658) | — | 2023-03-31 | |
| EFA | ISHARES TR | 1.68% | 32.1K | $2.3M | +2.09%(+659) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Transparent Wealth Partners Llc reports $136.82M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are VIG (26.0%), SCHG (19.8%) and RSP (10.1%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Transparent Wealth Partners Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906537). View Transparent Wealth Partners Llc’s 13F filings on SEC