Instuitional Investor - Truewealth Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Truewealth Advisors, Llc |
Portfolio Value | $369,655,390 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Tidal Trust I | 1,305,456 | $32,623,345 | 8.83% | |
2. | SPY | 34,791 | $23,177,235 | 6.27% | |
3. | Capital Grp Fixed Incm Etf T | 798,992 | $22,172,032 | 6% | |
4. | Dbx Etf Tr - XTRACK MSCI EAFE | 324,990 | $15,086,048 | 4.08% | |
5. | Etf Ser Solutions | 346,357 | $15,042,292 | 4.07% |