True Wealth Design, LLC Reduced Holdings in Q3 2024

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-269K
- 15.17%
$31.05 - $34.29 $8.34M - $9.21M
1.5M $51.5B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-168K
- 90.23%
$25.21 - $28.46 $4.24M - $4.78M
18.2K $512M
AVUS
American Centy ETF Tr Avantis

ETFs
-44.7K
- 68.1%
$86.27 - $95.15 $3.86M - $4.25M
20.9K $1.99B
AVUV
American Centy ETF Tr Avantis

ETFs
-49.4K
- 34.1%
$88.24 - $99.7 $4.36M - $4.92M
95.5K $9.16B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-170K
- 18.05%
$30.74 - $34.07 $5.22M - $5.78M
771K $26.3B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-213K
- 15.22%
$25.36 - $28.37 $5.39M - $6.03M
1.18M $33.3B
Ea Series Trust
-36.3K
- 6.51%
N/A
521K $56.8B
AVDE
American Centy ETF Tr Avantis

ETFs
-52.6K
- 49.74%
$60.09 - $67.67 $3.16M - $3.56M
53.2K $3.57B
DIHP
Dimensional ETF Tr Dimensional

ETFs
-107K
- 19.25%
$25.23 - $27.94 $2.7M - $2.99M
448K $12.4B
VTI
Vanguard Total Stock Market Et

ETFs
-5.69K
- 45.99%
$255.18 - $283.2 $1.45M - $1.61M
6.68K $1.89B
GOOGL
Alphabet Inc.

Communication Services
-6.04K
- 84.3%
$148.65 - $191.18 $897K - $1.15M
1.12K $186M
SYF
Synchrony Financial

Financial Services
-22.1K
- 99.62%
$43.77 - $52.22 $966K - $1.15M
84 $4.19M
UTHR
United Therapeutics Corp

Healthcare
-3.27K
- 95.09%
$311.04 - $363.55 $1.02M - $1.19M
169 $60.6M
CACI
Caci International Inc

Technology
-2.41K
- 99.83%
$427.76 - $427.76 $1.03M - $1.03M
4 $2.02M
LOGI
Logitech International S.A.

Technology
-10.2K
- 99.52%
$83.7 - $96.51 $850K - $980K
49 $4.4M
HPQ
Hp Inc

Technology
-28K
- 96.74%
$32.02 - $38.11 $898K - $1.07M
946 $33.9M
EBAY
Ebay Inc

Consumer Cyclical
-17.9K
- 99.46%
$52.61 - $65.44 $940K - $1.17M
97 $6.32M
MTG
Mgic Investment Corp

Financial Services
-44.2K
- 99.37%
$21.29 - $25.74 $941K - $1.14M
282 $7.22M
HRB
H&R Block Inc

Consumer Cyclical
-17.2K
- 95.91%
$52.99 - $66.6 $913K - $1.15M
735 $46.7M
KMB
Kimberly Clark Corp

Consumer Defensive
-6.61K
- 99.43%
$135.05 - $148.35 $892K - $980K
38 $5.41M
HCA
Hca Healthcare, Inc.

Healthcare
-2.83K
- 99.65%
$315.12 - $406.43 $891K - $1.15M
10 $4.07M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-12K
- 98.0%
$74.21 - $96.5 $892K - $1.16M
245 $23.5M
CHKP
Check Point Software Technologies LTD

Technology
-5.5K
- 99.64%
$165.0 - $195.47 $908K - $1.08M
20 $3.86M
FOXA
Fox Corp

Communication Services
-26.4K
- 99.58%
$34.12 - $42.33 $899K - $1.12M
111 $4.7M
TFII
Tfi International Inc.

Industrials
-6.2K
- 99.57%
$136.9 - $158.55 $849K - $983K
27 $3.7M
WAL
Western Alliance Bancorporation

Financial Services
-14.3K
- 99.15%
$61.15 - $88.41 $877K - $1.27M
123 $10.6M
UMC
United Microelectronics Corp

Technology
-102K
- 99.16%
$7.43 - $8.89 $760K - $909K
866 $7.29M
SWKS
Skyworks Solutions, Inc.

Technology
-8.38K
- 99.44%
$96.22 - $120.68 $806K - $1.01M
47 $4.64M
QRVO
Qorvo, Inc.

Technology
-7.67K
- 99.51%
$99.78 - $129.21 $765K - $991K
38 $3.93M
SHEL
Shell PLC

Energy
-12.3K
- 99.26%
$65.65 - $73.28 $807K - $901K
91 $6M
CRBG
Corebridge Financial, Inc.

Financial Services
-30.5K
- 97.32%
$24.9 - $30.12 $758K - $917K
838 $24.4M
ESNT
Essent Group Ltd.

Financial Services
-15.6K
- 99.59%
$54.95 - $64.53 $857K - $1.01M
64 $4.12M
RE
Everest Re Group LTD

Financial Services
-2.29K
- 99.61%
N/A
9 $3.53M
JXN
Jackson Financial Inc.

Financial Services
-11.8K
- 99.64%
$69.1 - $91.97 $813K - $1.08M
42 $3.83M
UL
Unilever PLC

Consumer Defensive
-15.8K
- 99.01%
$54.7 - $65.59 $867K - $1.04M
159 $10.3M
LSTR
Landstar System Inc

Industrials
-4.7K
- 99.6%
$173.24 - $193.87 $814K - $911K
19 $3.59M
CI
Cigna Corp

Healthcare
-2.59K
- 99.62%
$319.12 - $367.1 $826K - $950K
10 $3.47M
HOLX
Hologic Inc

Healthcare
-11.5K
- 99.49%
$73.48 - $83.64 $846K - $963K
59 $4.81M
NRZ
New Residential Investment Corp.

Real Estate
-78.2K
- 99.6%
N/A
315 $3.58M
CMI
Cummins Inc

Industrials
-3.08K
- 97.0%
$266.63 - $326.4 $820K - $1M
95 $30.8M
AMG
Affiliated Managers Group, Inc.

Financial Services
-5.39K
- 99.61%
$154.72 - $185.62 $834K - $1M
21 $3.73M
GNTX
Gentex Corp

Consumer Cyclical
-24.9K
- 99.51%
$28.39 - $35.19 $708K - $878K
124 $3.68M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
-44.7K
- 99.53%
$17.03 - $20.87 $761K - $932K
213 $4.21M
KR
Kroger CO

Consumer Defensive
-16.6K
- 99.22%
$50.43 - $57.3 $837K - $951K
131 $7.51M
VNT
Vontier Corp

Technology
-21.6K
- 99.52%
$31.95 - $41.39 $691K - $895K
104 $3.51M
BBY
Best Buy CO Inc

Consumer Cyclical
-9.86K
- 92.3%
$80.23 - $103.29 $791K - $1.02M
823 $85M
CVX
Chevron Corp

Energy
-5.2K
- 96.58%
$137.88 - $161.97 $717K - $842K
184 $27.1M
SNY
Sanofi

Healthcare
-16.7K
- 99.6%
$48.54 - $58.53 $813K - $980K
68 $3.92M
SEIC
Sei Investments CO

Financial Services
-12.5K
- 99.56%
$63.1 - $69.83 $791K - $875K
55 $3.81M
Activity Summary
Buys All Purchases 845 New Holdings 550 Increased Positions 295 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
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