Trellis Wealth Advisors LLC Portfolio Holdings

Trellis Wealth Advisors LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $200 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 $41.1B, Dimensional ETF Tr U S Core Eq with a value of $34.3B, Vanguard Total Stock Market Et with a value of $27.4B, American Centy ETF Tr Avantis with a value of $21.3B, and American Centy ETF Tr Avantis with a value of $17.1B.

Examining the 13F form we can see an increase of $17.6B in the current position value, from $182B to 200B.

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.