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Home > Institutional Investor > Trellis Advisors, Llc > Profile

Instuitional Investor - Trellis Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Trellis Advisors, Llc
Portfolio Value $0
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
World Gold Tr
 0 $0 0%
2.
Walmart Inc.
 WMT 0 $0 0%
3.
Visa Inc.
 V 0 $0 0%
4.
Vanguard World Fd
 0 $0 0%
5.
Vanguard Tax-Managed Fds
 0 $0 0%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)