True Wealth Design, LLC Portfolio Holdings

True Wealth Design, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $256 Billion distributed in 1274 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $56.8B, Dimensional ETF Tr U S Core Eq with a value of $51.5B, Dimensional ETF Tr Dimensional with a value of $33.3B, Dimensional ETF Tr Dimensional with a value of $26.3B, and Dimensional ETF Tr Emerging Mk with a value of $22.4B.

Examining the 13F form we can see an decrease of $149B in the current position value, from $405B to 256B.

True Wealth Design, LLC is based out at Akron, OH

Below you can find more details about True Wealth Design, LLC portfolio as well as his latest detailed transactions.