Instuitional Investor - Trace Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Trace Wealth Advisors, Llc |
| Portfolio Value | $112,203,222 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 55,889 | $15,360,456 | 13.69% | |
| 2. | American Centy Etf Tr - US EQT ETF | 165,800 | $15,316,636 | 13.65% | |
| 3. | Vanguard Tax-Managed Fds | 182,257 | $9,264,120 | 8.26% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 118,661 | $7,863,645 | 7.01% | |
| 5. | American Centy Etf Tr | 87,300 | $7,609,957 | 6.78% |
