Instuitional Investor - Trace Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Trace Wealth Advisors, Llc |
| Portfolio Value | $138,417,738 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 59,859 | $20,068,833 | 14.5% | |
| 2. | American Centy Etf Tr - US EQT ETF | 164,495 | $18,387,290 | 13.28% | |
| 3. | Vanguard Tax-Managed Fds | 186,022 | $11,620,790 | 8.4% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 119,651 | $9,849,646 | 7.12% | |
| 5. | American Centy Etf Tr | 83,120 | $8,476,596 | 6.12% |