Instuitional Investor - Truewealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Truewealth Advisors, Llc |
| Portfolio Value | $337,898,267 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Tidal Trust I | 1,062,010 | $24,086,387 | 7.13% | |
| 2. | SPY | 36,250 | $22,397,183 | 6.63% | |
| 3. | Capital Grp Fixed Incm Etf T | 779,709 | $21,535,562 | 6.37% | |
| 4. | Etf Ser Solutions | 420,489 | $17,408,238 | 5.15% | |
| 5. | Etf Ser Solutions | 407,274 | $11,705,063 | 3.46% |
