Instuitional Investor - Trace Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Trace Wealth Advisors, Llc |
| Portfolio Value | $152,829,715 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 57,926 | $21,434,833 | 14.03% | |
| 2. | American Centy Etf Tr - US EQT ETF | 162,744 | $20,844,296 | 13.64% | |
| 3. | Vanguard Tax-Managed Fds | 183,718 | $13,089,903 | 8.57% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 120,786 | $10,774,085 | 7.05% | |
| 5. | American Centy Etf Tr | 82,839 | $10,335,016 | 6.76% |
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