TruNorth Capital Management, LLC - Portfolio overview

TruNorth Capital Management, LLC has 411 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB STRATEGIC TR, 24.33%
2. SCHF - SCHWAB STRATEGIC TR, 10.17%
3. SCHO - SCHWAB STRATEGIC TR, 8.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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