Instuitional Investor - Trellis Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Trellis Wealth Advisors Llc |
| Portfolio Value | $198,862,135 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,549,975 | $38,532,367 | 19.37% | |
| 2. | Dimensional Etf Trust | 1,015,311 | $35,119,612 | 17.66% | |
| 3. | Vanguard Index Fds | 96,214 | $27,883,716 | 14.02% | |
| 4. | American Centy Etf Tr | 226,037 | $21,909,721 | 11.01% | |
| 5. | American Centy Etf Tr | 259,635 | $15,933,802 | 8.01% |
