Instuitional Investor - Trace Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Trace Wealth Advisors, Llc |
| Portfolio Value | $111,582,776 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 54,044 | $15,662,410 | 14.03% | |
| 2. | American Centy Etf Tr | 156,955 | $15,213,682 | 13.63% | |
| 3. | Vanguard Tax-Managed Fds | 176,327 | $8,431,954 | 7.55% | |
| 4. | American Centy Etf Tr | 85,450 | $8,248,506 | 7.39% | |
| 5. | American Centy Etf Tr | 113,926 | $6,991,621 | 6.26% |
