Instuitional Investor - Truewealth Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Truewealth Advisors, Llc |
Portfolio Value | $299,610,909 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | SPY | 45,905 | $26,904,080 | 8.97% | |
2. | Capital Grp Fixed Incm Etf T | 621,840 | $16,963,789 | 5.66% | |
3. | Etf Ser Solutions | 368,623 | $14,833,388 | 4.95% | |
4. | Invesco Qqq Tr | 19,899 | $10,173,190 | 3.39% | |
5. | First Tr Exchange-Traded Fd | 251,737 | $9,024,754 | 3.01% |