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.
Portfolio value
$405 Billion
ETFs: $274 Billion
Technology: $14.9 Billion
Financial Services: $9.47 Billion
Healthcare: $8.12 Billion
Consumer Cyclical: $6.99 Billion
Industrials: $6.59 Billion
Communication Services: $5.69 Billion
Energy: $4.41 Billion
Other: $9.81 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
