Instuitional Investor - Trace Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Trace Wealth Advisors, Llc |
| Portfolio Value | $133,773,724 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 60,069 | $19,712,752 | 14.74% | |
| 2. | American Centy Etf Tr - US EQT ETF | 164,420 | $17,872,492 | 13.36% | |
| 3. | Vanguard Tax-Managed Fds | 184,962 | $11,082,919 | 8.28% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 119,606 | $9,436,890 | 7.05% | |
| 5. | American Centy Etf Tr | 83,120 | $8,272,952 | 6.18% |
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