Instuitional Investor - Trellis Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Trellis Wealth Advisors Llc |
| Portfolio Value | $262,769,130 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,621,272 | $55,074,611 | 20.96% | |
| 2. | Dimensional Etf Trust | 982,700 | $38,187,723 | 14.53% | |
| 3. | Vanguard Index Fds | 84,706 | $27,174,610 | 10.34% | |
| 4. | American Centy Etf Tr - US EQT ETF | 205,746 | $22,874,893 | 8.71% | |
| 5. | American Centy Etf Tr - INTL EQT ETF | 247,991 | $21,039,541 | 8.01% |
Hedge Fund Resource Center 
