True Wealth Design, LLC Portfolio Holdings
True Wealth Design, LLC
- $401 Billion
- Q1 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 787
- Current Value $401 Billion
- Prior Value $355 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 43 stocks
- Additional Purchases 563 stocks
- Sold out of 0 stocks
- Reduced holdings in 88 stocks