True Wealth Design, LLC Portfolio Holdings
True Wealth Design, LLC
- $405 Billion
- Q2 2024
True Wealth Design, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $405 Billion distributed in 780 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $60.1B, Dimensional ETF Tr U S Core Eq with a value of $57.1B, Dimensional ETF Tr Dimensional with a value of $36.7B, Dimensional ETF Tr Dimensional with a value of $30.1B, and Vanguard Intermediate Term Tre with a value of $21.6B.
Examining the 13F form we can see an increase of $3.41B in the current position value, from $401B to 405B.
True Wealth Design, LLC is based out at Akron, OH
Below you can find more details about True Wealth Design, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 780
- Current Value $405 Billion
- Prior Value $401 Billion
- Filing
- Period Q2 2024
- Filing Date August 14, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 49 stocks
- Additional Purchases 465 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks