Instuitional Investor - True Wealth Design, Llc
Fund Profile
Filing Period:
| Fund Name: | True Wealth Design, Llc |
| Portfolio Value | $355,042,527 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 454,552 | $47,796,091 | 13.46% | |
| 2. | Dimensional Etf Trust | 1,594,986 | $46,621,454 | 13.13% | |
| 3. | Dimensional Etf Trust | 1,048,193 | $26,760,361 | 7.53% | |
| 4. | Dimensional Etf Trust | 801,669 | $22,935,764 | 6.46% | |
| 5. | Vanguard Scottsdale Funds | 340,674 | $20,208,753 | 5.69% |
