Instuitional Investor - Truwealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Truwealth Advisors, Llc |
| Portfolio Value | $1,656,698,252 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 479,273 | $131,722,899 | 7.95% | |
| 2. | Janus Detroit Str Tr | 2,374,494 | $120,410,522 | 7.27% | |
| 3. | Invesco Exch Trd Slf Idx Fd | 4,250,093 | $86,489,370 | 5.22% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,819,104 | $83,042,093 | 5.01% | |
| 5. | IEF | 184,525 | $66,630,019 | 4.02% |
