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Home > Institutional Investor > Truwealth Advisors, Llc > Profile

Instuitional Investor - Truwealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Truwealth Advisors, Llc
Portfolio Value $1,309,866,292
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 510,136 $121,014,520 9.23%
2.
Ishares Trust
 IEF 224,129 $67,949,212 5.18%
3.
Janus Detroit Str Tr
 1,318,658 $66,328,488 5.06%
4.
Invesco Exch Trd Slf Idx Fd
 2,972,619 $62,083,140 4.73%
5.
Ishares Trust
 IEF 525,260 $58,125,253 4.43%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)