Instuitional Investor - Truewealth Financial Partners
Fund Profile
Filing Period:
| Fund Name: | Truewealth Financial Partners |
| Portfolio Value | $121,088,802 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 380,535 | $12,865,905 | 10.63% | |
| 2. | First Tr Exch Traded Fd Iii - MANAGD MUN ETF | 248,749 | $12,719,775 | 10.5% | |
| 3. | Dimensional Etf Trust | 250,007 | $8,182,746 | 6.76% | |
| 4. | Dimensional Etf Trust | 162,753 | $6,443,395 | 5.32% | |
| 5. | Spdr Series Trust | 76,540 | $6,314,597 | 5.21% |