Instuitional Investor - Truewealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Truewealth Advisors, Llc |
| Portfolio Value | $397,553,173 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Tidal Trust I | 1,413,116 | $33,731,079 | 8.48% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 604,293 | $27,567,848 | 6.93% | |
| 3. | SPY | 34,591 | $22,495,637 | 5.66% | |
| 4. | Capital Grp Fixed Incm Etf T | 788,795 | $21,478,899 | 5.4% | |
| 5. | Dbx Etf Tr - XTRACK MSCI EAFE | 347,913 | $17,186,898 | 4.32% |
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