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 20 stocks	$124 Million 79.7% of portfolio	14	4	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$27.9 Million 17.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.72 Million 1.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$1.37 Million 0.88% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$305,962 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$238,426 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology BLND 1 stocks	$57,075 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials AZUL 1 stocks	$32,469 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts

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