Instuitional Investor - Trace Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Trace Wealth Advisors, Llc |
| Portfolio Value | $122,414,887 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 60,054 | $18,252,127 | 14.91% | |
| 2. | American Centy Etf Tr - US EQT ETF | 160,770 | $16,208,867 | 13.24% | |
| 3. | Vanguard Tax-Managed Fds | 184,752 | $10,532,708 | 8.6% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 117,811 | $8,719,171 | 7.12% | |
| 5. | American Centy Etf Tr | 83,075 | $7,568,149 | 6.18% |
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