Instuitional Investor - Trellis Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Trellis Wealth Advisors Llc |
| Portfolio Value | $206,066,947 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,555,655 | $40,758,164 | 19.78% | |
| 2. | Dimensional Etf Trust | 987,498 | $32,577,575 | 15.81% | |
| 3. | Vanguard Index Fds | 86,727 | $23,836,020 | 11.57% | |
| 4. | American Centy Etf Tr - US EQT ETF | 219,789 | $20,304,062 | 9.85% | |
| 5. | American Centy Etf Tr - INTL EQT ETF | 261,669 | $17,340,788 | 8.42% |
