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 23 stocks	$147 Million 82.27% of portfolio	8	10	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$28 Million 15.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$1.97 Million 1.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.07 Million 0.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$280,412 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$264,442 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology BLND 1 stocks	$39,902 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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