Instuitional Investor - Truewealth Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Truewealth Advisors, Llc |
Portfolio Value | $257,903,768 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | SPY | 56,111 | $26,670,178 | 10.34% | |
2. | Spdr Series Trust | 503,362 | $12,906,211 | 5% | |
3. | Etf Ser Solutions | 386,803 | $12,826,380 | 4.97% | |
4. | Capital Grp Fixed Incm Etf T | 472,375 | $12,749,409 | 4.94% | |
5. | First Tr Exchange-Traded Fd | 316,726 | $10,379,099 | 4.02% |