TrueWealth LLC’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

TrueWealth LLC’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$19K	Buy	+417	New	+$18.5K	0.01%	380

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TrueWealth LLC's AOR Position: Q2 2020 in Review

TrueWealth LLC opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2020: 417 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings.

193 funds tracked by Wall St. Rank hold AOR as of Q2 2020.

TrueWealth LLC held 417 shares of iShares Core 60/40 Balanced Allocation ETF worth $19K as of Q2 2020.
iShares Core 60/40 Balanced Allocation ETF was a new TrueWealth LLC position in Q2 2020.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #380 holding.
193 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.