True Capital Management 13F Holdings
CIK 0001697333 · SAN FRANCISCO, CA
As of Mar 31, 2023, True Capital Management reported 129 positions worth
CIK 0001697333 · SAN FRANCISCO, CA
As of Mar 31, 2023, True Capital Management reported 129 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 76,524 | 2.6M | 8.64% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 945,464 | $8.0M | 5.47% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 46,129 | $7.1M | 4.87% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 22,081 | $7.1M | 4.85% |
| META PLATFORMS INC | META | Communication Services | 27,568 | $5.8M | 4.00% |
| NVIDIA CORP | NVDA | Technology | 13,907 | $3.9M | 2.65% |
| TESLA INC | TSLA | Consumer Cyclical | 18,150 | $3.8M | 2.58% |
| ALPHABET INC | GOOG | Equity | 36,106 | $3.8M | 2.57% |
| ALPHABET INC | GOOGL | Equity | 33,802 | $3.5M | 2.40% |
| COINBASE GLOBAL INC | COIN | Financial Services | 50,792 | $3.4M | 2.35% |
| VANGUARD VALUE INDEX FUND | VTV | — | 24,297 | $3.4M | 2.30% |
| AMAZON.COM INC | AMZN | Equity | 31,200 | $3.2M | 2.21% |
| SPDR S&P 500 ETF TRUST | SPY | — | 7,806 | $3.2M | 2.19% |
| MICROSOFT CORP | MSFT | Technology | 9,115 | $2.6M | 1.80% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 58,843 | $2.6M | 1.79% |
| BLOCK INC | XYZ | Technology | 37,956 | $2.6M | 1.78% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 10,738 | $2.4M | 1.66% |
| WALMART INC | WMT | Consumer Defensive | 16,328 | $2.4M | 1.65% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 15,711 | $2.3M | 1.60% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 9,309 | $2.3M | 1.59% |
| ISHARES GOLD TRUST | IAU | — | 56,633 | $2.1M | 1.45% |
| ARK INNOVATION ETF | ARKK | — | 37,957 | .5M | 1.05% |
| THE INDUSTRIAL SELECT SECTOR SPDR FUND | XLI | — | 13,429 | .4M | 0.93% |
| ISHARES CORE S&P 500 ETF | IVV | — | 3,154 | .3M | 0.89% |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | FTSM | — | 21,659 | .3M | 0.88% |