Instuitional Investor - True Wealth Design, Llc
Fund Profile
Filing Period:
| Fund Name: | True Wealth Design, Llc |
| Portfolio Value | $257,725,015 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 564,479 | $62,250,777 | 24.15% | |
| 2. | Dimensional Etf Trust | 1,481,642 | $51,249,993 | 19.88% | |
| 3. | Dimensional Etf Trust | 1,195,050 | $30,886,074 | 11.98% | |
| 4. | Dimensional Etf Trust | 770,716 | $26,042,494 | 10.1% | |
| 5. | Dimensional Etf Trust | 807,512 | $21,164,883 | 8.21% |
