Instuitional Investor - Trellis Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Trellis Wealth Advisors Llc |
| Portfolio Value | $255,701,417 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,589,713 | $52,031,314 | 20.35% | |
| 2. | Dimensional Etf Trust | 955,750 | $37,838,153 | 14.8% | |
| 3. | Vanguard Index Fds | 85,063 | $28,519,047 | 11.15% | |
| 4. | American Centy Etf Tr - US EQT ETF | 206,191 | $23,048,069 | 9.01% | |
| 5. | American Centy Etf Tr - INTL EQT ETF | 251,711 | $20,720,869 | 8.1% |
Hedge Fund Resource Center 
