True Wealth Design, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TW True Wealth Design, LLC | Institutional Filer | ▲ 5.66% | $360.4M | 2699 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2699)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BOXX | EA SERIES TRUST | — | 497K | $57.8M | 16.04% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | — | 1.4M | $54.4M | 15.10% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | — | 1.1M | $37.7M | 10.47% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | — | 721K | $26.5M | 7.35% |
| 5 | DFEV | DIMENSIONAL ETF TRUST | — | 701K | $25.1M | 6.96% |
| 6 | DIHP | DIMENSIONAL ETF TRUST | — | 459K | $14.8M | 4.10% |
| 7 | TYA | SIMPLIFY EXCHANGE TRADED FUN | — | 902K | $11.8M | 3.29% |
| 8 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | — | 230K | $11.4M | 3.15% |
| 9 | AVUV | AMERICAN CENTY ETF TR | — | 96K | $10.6M | 2.94% |
| 10 | RFIX | SIMPLIFY EXCHANGE TRADED FUN | — | 169K | $6.8M | 1.89% |
| 11 | AVDE | AMERICAN CENTY ETF TR | — | 60K | $5.1M | 1.42% |
| 12 | AVUS | AMERICAN CENTY ETF TR | — | 43K | $4.8M | 1.33% |
| 13 | DFAT | DIMENSIONAL ETF TRUST | — | 42K | $2.6M | 0.72% |
| 14 | DFUS | DIMENSIONAL ETF TRUST | — | 36K | $2.5M | 0.70% |
| 15 | VTI | VANGUARD INDEX FDS | — | 7K | $2.4M | 0.66% |
Showing 1 to 15 of 1000 holdings