Instuitional Investor - Trellis Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Trellis Wealth Advisors Llc |
| Portfolio Value | $184,141,712 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,402,911 | $34,259,081 | 18.6% | |
| 2. | Dimensional Etf Trust | 904,015 | $26,424,347 | 14.35% | |
| 3. | Vanguard Index Fds | 104,489 | $24,786,878 | 13.46% | |
| 4. | American Centy Etf Tr | 231,274 | $18,860,415 | 10.24% | |
| 5. | American Centy Etf Tr | 260,148 | $15,720,717 | 8.53% |
