Instuitional Investor - Truwealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Truwealth Advisors, Llc |
| Portfolio Value | $1,815,814,416 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Janus Detroit Str Tr | 2,481,304 | $125,926,167 | 6.93% | |
| 2. | Vanguard Index Fds | 358,472 | $108,950,212 | 6% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 2,079,076 | $95,117,734 | 5.24% | |
| 4. | Invesco Exch Trd Slf Idx Fd | 4,341,009 | $88,947,236 | 4.9% | |
| 5. | IEF | 188,677 | $80,108,059 | 4.41% |
