Instuitional Investor - Truewealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Truewealth Advisors, Llc |
| Portfolio Value | $443,553,666 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Tidal Trust I - FUND GRAN US ETF | 1,437,336 | $39,742,340 | 8.96% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 616,590 | $28,048,692 | 6.32% | |
| 3. | SPY | 34,396 | $25,685,716 | 5.79% | |
| 4. | Capital Grp Fixed Incm Etf T | 796,067 | $21,756,523 | 4.91% | |
| 5. | Dbx Etf Tr - XTRACK MSCI EAFE | 353,927 | $19,335,020 | 4.36% |