Instuitional Investor - True Wealth Design, Llc
Fund Profile
Filing Period:
| Fund Name: | True Wealth Design, Llc |
| Portfolio Value | $283,794,096 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,385,700 | $49,663,480 | 17.5% | |
| 2. | Ea Series Trust | 371,368 | $41,845,771 | 14.75% | |
| 3. | Dimensional Etf Trust | 1,070,046 | $33,267,730 | 11.72% | |
| 4. | Dimensional Etf Trust | 703,846 | $25,028,779 | 8.82% | |
| 5. | Dimensional Etf Trust | 746,985 | $22,402,069 | 7.89% |
