truNorth Financial Services, Inc.: 13F holdings

CIK 21082012026Q2

Positions59
Reported value$111.7m
Filed2026-07-30

Top 10 holdings

SecuritySharesValueWeight
DGRO ISHARES TR236,045$17.9m16.0%
SCHD SCHWAB STRATEGIC TR488,015$15.5m13.9%
CCEP WISDOMTREE TR150,248$14.5m13.0%
VYM VANGUARD WHITEHALL FDS90,239$14.3m12.8%
VGSH VANGUARD SCOTTSDALE FDS103,562$6.0m5.4%
GLD SPDR GOLD TR14,579$5.4m4.8%
VCSH VANGUARD SCOTTSDALE FDS54,977$4.3m3.9%
SDY SPDR SERIES TRUST16,065$2.4m2.2%
SLV ISHARES SILVER TR42,395$2.3m2.0%
NVDA NVIDIA CORPORATION11,160$2.2m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2108201")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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