Position in TRU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,450
-$2,381 QoQ
Shares Held
131
-23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#445
of 518 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026True Wealth Design, LLC holds $733,447 across 12 Financial Data & Stock Exchanges names. TRU ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
371 | $135,239 | |
| 2 | MCO |
Moodys Corp /De/
|
273 | $123,647 | |
| 3 | CME |
Cme Group Inc.
|
541 | $119,469 | |
| 4 | FDS |
Factset Research Systems Inc
|
442 | $101,695 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
1,144 | $90,170 | |
| 6 | MSCI |
MSCI Inc.
|
155 | $86,806 | |
| 7 | MORN |
Morningstar, Inc.
|
312 | $48,678 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
46 | $11,162 |
All Filings in TRU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,450 | 131 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $11,831 | 171 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $31,470 | 367 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $10,221 | 122 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,904 | 33 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,489 | 30 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,615 | 39 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $49,104 | 469 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $741 | 10 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $558 | 7 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $274 | 4 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $287 | 4 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $313 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $186 | 3 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $170 | 3 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||