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Portfolio (Quarterly) Guide ↗

TRUEFG, LLC

· CIK 0001766067
13F Portfolio $377M AUM 71 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 25 Added 15 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 8,680.0 $5.7M 1.50% -303.0 -3.4% $653.19 +12.8%
2 VUG VANGUARD INDEX FDS 5,243.0 $2.3M 0.61% -31.0 -0.6% $436.79 -80.8%
3 ESGV VANGUARD WORLD FD 8,424.0 $946K 0.25% -199.0 -2.3% $112.27 +15.5%
4 SPXV PROSHARES TR 11,909.0 $846K 0.22% -1K -11.1% $71.01 +13.6%
5 VOO VANGUARD INDEX FDS 1,326.0 $792K 0.21% -41.0 -3.0% $597.33 +13.1%
6 IMCB ISHARES TR 8,571.0 $715K 0.19% -48.0 -0.6% $83.43 +14.5%
7 AMZN AMAZON COM INC Consumer Cyclical 2,964.0 $617K 0.16% -916.0 -23.6% $208.27 +12.5%
8 IXUS ISHARES TR 7,069.0 $612K 0.16% -52.0 -0.7% $86.64 +8.7%
9 EAGG ISHARES TR 12,622.0 $600K 0.16% -109.0 -0.9% $47.55 -0.1%
10 ESML ISHARES TR 9,508.0 $447K 0.12% -443.0 -4.5% $47.02 +15.6%
11 ESGD ISHARES TR 4,352.0 $416K 0.11% -278.0 -6.0% $95.62 +5.8%
12 VEU VANGUARD INTL EQUITY INDEX F 4,735.0 $356K 0.09% -52.0 -1.1% $75.10 +9.9%
13 EEM ISHARES TR 5,093.0 $289K 0.08% -57.0 -1.1% $56.79 +18.4%
14 SOFI SOFI TECHNOLOGIES INC Financial Services 16,125.0 $256K 0.07% -175.0 -1.1% $15.88 +9.0%
15 XLE SELECT SECTOR SPDR TR 4,125.0 $253K 0.07% -1K -25.8% $61.26 -12.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.1%
Financial Services 21.4%
Consumer Cyclical 18.8%
Industrials 13.0%
Communication Services 3.3%
Healthcare 2.3%
Consumer Defensive 2.0%