Instuitional Investor - Truwealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Truwealth Advisors, Llc |
| Portfolio Value | $1,658,450,433 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 530,416 | $153,720,416 | 9.26% | |
| 2. | Janus Detroit Str Tr | 2,237,340 | $113,455,528 | 6.84% | |
| 3. | Invesco Exch Trd Slf Idx Fd | 4,168,939 | $83,920,767 | 5.06% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,740,086 | $78,077,645 | 4.7% | |
| 5. | IEF | 180,787 | $72,600,752 | 4.37% |
