Instuitional Investor - Truwealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Truwealth Advisors, Llc |
| Portfolio Value | $2,044,780,205 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 2,808,295 | $129,293,920 | 6.32% | |
| 2. | Vanguard Index Fds | 331,634 | $111,186,823 | 5.44% | |
| 3. | Pimco Etf Trust | 4,070,361 | $108,597,234 | 5.31% | |
| 4. | Janus Detroit Str Tr | 2,116,442 | $107,049,632 | 5.24% | |
| 5. | Invesco Exch Trd Slf Idx Fd | 4,476,284 | $92,211,445 | 4.51% |