Instuitional Investor - True Wealth Design, Llc
Fund Profile
Filing Period:
| Fund Name: | True Wealth Design, Llc |
| Portfolio Value | $341,138,956 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 476,286 | $54,820,485 | 16.07% | |
| 2. | Dimensional Etf Trust | 1,364,046 | $54,002,584 | 15.83% | |
| 3. | Dimensional Etf Trust | 1,048,537 | $36,132,593 | 10.59% | |
| 4. | Dimensional Etf Trust | 694,569 | $26,414,450 | 7.74% | |
| 5. | Dimensional Etf Trust | 704,601 | $23,773,223 | 6.97% |