Instuitional Investor - Truwealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Truwealth Advisors, Llc |
| Portfolio Value | $2,081,290,422 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 2,857,865 | $130,375,803 | 6.26% | |
| 2. | Pimco Etf Trust | 4,230,096 | $110,828,524 | 5.32% | |
| 3. | Janus Detroit Str Tr | 2,186,984 | $110,158,518 | 5.29% | |
| 4. | Invesco Exch Trd Slf Idx Fd | 4,542,994 | $92,781,501 | 4.46% | |
| 5. | Vanguard Index Fds | 266,959 | $85,639,308 | 4.11% |
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