Instuitional Investor - Trellis Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Trellis Wealth Advisors Llc |
| Portfolio Value | $245,716,549 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,642,803 | $51,551,151 | 20.98% | |
| 2. | Dimensional Etf Trust | 1,017,104 | $39,229,704 | 15.97% | |
| 3. | Vanguard Index Fds | 85,417 | $28,031,251 | 11.41% | |
| 4. | American Centy Etf Tr - US EQT ETF | 216,171 | $23,497,784 | 9.56% | |
| 5. | American Centy Etf Tr - INTL EQT ETF | 257,108 | $20,285,787 | 8.26% |
Hedge Fund Resource Center 
