Top 50 True Blue Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FMB | FIRST TR EXCH TRADED FD III | 10.76% | 269.4K | $13.6M | +8.65%(+21.46K) | $50.92(+0.28%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 10.28% | 388.7K | $13.0M | +2.14%(+8.16K) | $33.85(-1.23%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 6.47% | 241.6K | $8.2M | -2.57%(-6.36K) | $32.05(+17.05%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 5.18% | 83.2K | $6.6M | +10.55%(+7.94K) | $81.50(+10.30%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.85% | 158.2K | $6.1M | -2.47%(-4.01K) | $39.08(+10.59%) | 2026-03-31 | |
| NUSC | NUSHARES ETF TR | 4.55% | 128.1K | $5.8M | +2.81%(+3.50K) | $44.39(+9.43%) | 2026-03-31 | |
| NULG | NUSHARES ETF TR | 3.46% | 48.3K | $4.4M | +5.50%(+2.52K) | $98.40(+11.26%) | 2026-03-31 | |
| FSMB | FIRST TR EXCH TRADED FD III | 3.32% | 211.2K | $4.2M | +4.68%(+9.44K) | $20.06(-0.40%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.21% | 101.2K | $4.1M | +16.53%(+14.36K) | $43.93(+5.46%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.17% | 94.5K | $4.0M | +15.41%(+12.62K) | $42.87(+11.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.96% | -14.17% |
| Top 20 Holdings Unweighted | -4.64% | -13.28% |
Sign up free to track True Blue Financial, Llc, compare funds side by side, and get alerts the moment positions change.