Instuitional Investor - True Wealth Design, Llc
Fund Profile
Filing Period:
| Fund Name: | True Wealth Design, Llc |
| Portfolio Value | $262,546,857 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 572,712 | $63,851,694 | 24.32% | |
| 2. | Dimensional Etf Trust | 1,458,834 | $48,126,934 | 18.33% | |
| 3. | Dimensional Etf Trust | 1,173,160 | $32,578,651 | 12.41% | |
| 4. | Dimensional Etf Trust | 763,267 | $25,294,664 | 9.63% | |
| 5. | Dimensional Etf Trust | 806,016 | $21,802,730 | 8.3% |
