Trellis Wealth Advisors LLC Portfolio Holdings
Trellis Wealth Advisors LLC
- $182 Billion
- Q2 2024
Trellis Wealth Advisors LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $182 Billion distributed in 30 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $37.3B, Dimensional ETF Tr U S Core Eq with a value of $31.1B, Vanguard Total Stock Market Et with a value of $26.8B, American Centy ETF Tr Avantis with a value of $20B, and American Centy ETF Tr Avantis with a value of $15.7B.
Examining the 13F form we can see an increase of $5.21B in the current position value, from $177B to 182B.
Trellis Wealth Advisors LLC is based out at San Luis Obispo, CA
Below you can find more details about Trellis Wealth Advisors LLC portfolio as well as his latest detailed transactions.