Instuitional Investor - Trellis Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Trellis Wealth Advisors Llc |
| Portfolio Value | $229,759,284 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,657,619 | $48,684,274 | 21.19% | |
| 2. | Dimensional Etf Trust | 1,021,231 | $36,600,933 | 15.93% | |
| 3. | Vanguard Index Fds | 86,489 | $26,286,684 | 11.44% | |
| 4. | American Centy Etf Tr - US EQT ETF | 219,521 | $22,132,097 | 9.63% | |
| 5. | American Centy Etf Tr - INTL EQT ETF | 265,169 | $19,625,184 | 8.54% |
