Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Blue Trust, Inc. | $475.0M |
| 2 | TrueWealth Advisors, LLC | $1.4M |
| 3 | 5T Wealth, LLC | $362.5K |
| 4 | Strategic Blueprint, LLC | $313.5K |
| 5 | Farther Finance Advisors, LLC | $136.6K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$937.9K | |
| 2 | +$119.3K | |
| 3 | +$5.7K | |
| 4 | +$502 | |
| 5 | -$63.4K | |
| 6 | -$213.6K | |
| 7 | -$286.7K |