TWD
FG icon

True Wealth Design’s F&G Annuities & Life FG Stock Holding History

True Wealth Design’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$406 Sell
16
-50
-76% -$1.3K ﹤0.01% 2122
2025
Q4 		$2.05K Buy
66
+65
+6,500% +$2.03K ﹤0.01% 1444
2025
Q3 		$32 Hold
1
– – ﹤0.01% 2623
2025
Q2 		$32 Buy
+1
New +$33 ﹤0.01% 2457
2023
Q2 		– Sell
-2
Closed -$37 – 818
2023
Q1 		$37 Buy
+2
New +$40 ﹤0.01% 843

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return