Instuitional Investor - Truewealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Truewealth Advisors, Llc |
| Portfolio Value | $386,163,625 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Tidal Trust I | 1,322,606 | $32,747,725 | 8.48% | |
| 2. | SPY | 34,337 | $23,414,779 | 6.06% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 448,723 | $20,659,210 | 5.35% | |
| 4. | Capital Grp Fixed Incm Etf T | 645,210 | $17,820,698 | 4.61% | |
| 5. | Dbx Etf Tr - XTRACK MSCI EAFE | 344,219 | $16,560,385 | 4.29% |