True Wealth Design, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $401 Billion distributed in 787 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $56.5B, Ea Series Trust with a value of $50.1B, Dimensional ETF Tr Dimensional with a value of $36.8B, Dimensional ETF Tr Dimensional with a value of $29.2B, and Vanguard Intermediate Term Tre with a value of $20.9B.
Examining the 13F form we can see an increase of $46.2B in the current position value, from $355B to 401B.
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.