Trellis Wealth Advisors LLC Portfolio Holdings by Sector

Trellis Wealth Advisors LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC AVUS AVDE BSV BND VXUS VCSH AVEM 22 stocks	$125 Million 82.38% of portfolio	14	4	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$23.8 Million 15.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$1.31 Million 0.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$931,192 0.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$311,017 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$280,138 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology BLND 1 stocks	$45,416 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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