
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
1,337,922 | +102,810 | $36,325 |
DFAC | 1,337,922 | +102,810 | $36,325 |
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525,205 | +48,505 | $30,809 |
VGIT | 525,205 | +48,505 | $30,809 |
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245,712 | +231,388 | $25,152 |
BOXX | 245,712 | +231,388 | $25,152 |
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759,222 | +114,044 | $18,426 |
DFIC | 759,222 | +114,044 | $18,426 |
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613,349 | +58,276 | $16,278 |
DUHP | 613,349 | +58,276 | $16,278 |
![]() |
136,622 | +43,043 | $10,603 |
AVUV | 136,622 | +43,043 | $10,603 |
![]() |
335,155 | +35,853 | $8,205 |
DIHP | 335,155 | +35,853 | $8,205 |
![]() |
319,153 | +42,702 | $7,778 |
DFEV | 319,153 | +42,702 | $7,778 |
![]() |
105,265 | -2,169 | $6,042 |
AVDE | 105,265 | -2,169 | $6,042 |
![]() |
69,846 | -1,465 | $5,252 |
AVUS | 69,846 | -1,465 | $5,252 |
![]() |
93,886 | -977 | $4,355 |
DFAT | 93,886 | -977 | $4,355 |
![]() |
178,796 | +4,733 | $4,300 |
DFEM | 178,796 | +4,733 | $4,300 |
![]() |
153,532 | -2,202 | $3,249 |
EBND | 153,532 | -2,202 | $3,249 |
![]() |
65,420 | UNCH | $3,151 |
DFUS | 65,420 | UNCH | $3,151 |
![]() |
14,166 | -1,777 | $3,121 |
VTI | 14,166 | -1,777 | $3,121 |
![]() |
48,408 | -259 | $3,079 |
DLN | 48,408 | -259 | $3,079 |
![]() |
111,548 | +998 | $2,867 |
DFSV | 111,548 | +998 | $2,867 |
![]() |
13,041 | -1,563 | $2,644 |
VV | 13,041 | -1,563 | $2,644 |
![]() |
93,380 | -9,584 | $2,642 |
SPTI | 93,380 | -9,584 | $2,642 |
![]() |
34,312 | -417 | $2,130 |
DTD | 34,312 | -417 | $2,130 |
![]() |
7,943 | -1,723 | $1,541 |
AAPL | 7,943 | -1,723 | $1,541 |
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25,017 | -1,325 | $1,346 |
AVEM | 25,017 | -1,325 | $1,346 |
![]() |
26,762 | -288 | $1,236 |
VEA | 26,762 | -288 | $1,236 |
![]() |
23,974 | +23,911 | $1,215 |
TFLR | 23,974 | +23,911 | $1,215 |
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11,778 | +248 | $1,171 |
BILS | 11,778 | +248 | $1,171 |
![]() |
5,540 | -149 | $1,033 |
EXP | 5,540 | -149 | $1,033 |
![]() |
13,248 | -1,082 | $1,029 |
PHM | 13,248 | -1,082 | $1,029 |
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5,855 | -59 | $969 |
JNJ | 5,855 | -59 | $969 |
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9,971 | +9,971 | $968 |
UFPI | 9,971 | +9,971 | $968 |
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17,267 | -398 | $962 |
CRH | 17,267 | -398 | $962 |
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$950 | ||
LEN | 7,585 | -691 | $950 |
LEN.B | 1 | +1 | $0 |
![]() |
204,448 | +31,071 | $926 |
SIRI | 204,448 | +31,071 | $926 |
![]() |
20,613 | -127 | $924 |
EES | 20,613 | -127 | $924 |
![]() |
3,183 | -22 | $917 |
SNA | 3,183 | -22 | $917 |
![]() |
8,605 | -292 | $907 |
GIB | 8,605 | -292 | $907 |
![]() |
2,898 | -20 | $900 |
HD | 2,898 | -20 | $900 |
![]() |
21,454 | +873 | $898 |
SRLN | 21,454 | +873 | $898 |
![]() |
9,730 | -11,484 | $893 |
BIL | 9,730 | -11,484 | $893 |
![]() |
17,873 | -418 | $888 |
CARR | 17,873 | -418 | $888 |
![]() |
8,125 | +261 | $887 |
AMN | 8,125 | +261 | $887 |
![]() |
15,339 | -217 | $880 |
MAS | 15,339 | -217 | $880 |
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7,244 | -81 | $877 |
EXPD | 7,244 | -81 | $877 |
![]() |
111,037 | -352 | $865 |
ASX | 111,037 | -352 | $865 |
![]() |
4,489 | -38 | $864 |
LSTR | 4,489 | -38 | $864 |
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52,383 | -678 | $864 |
VIPS | 52,383 | -678 | $864 |
![]() |
7,258 | +13 | $848 |
DFS | 7,258 | +13 | $848 |
![]() |
8,553 | -144 | $846 |
DOX | 8,553 | -144 | $846 |
![]() |
16,340 | -132 | $845 |
CSCO | 16,340 | -132 | $845 |
![]() |
8,822 | -255 | $841 |
MSM | 8,822 | -255 | $841 |
![]() |
11,699 | +11,699 | $832 |
PDCE | 11,699 | +11,699 | $832 |
See Full List: All Stocks Held By True Wealth Design LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By True Wealth Design LLC
![]() At 06/30/2023: $273,425 At 03/31/2023: $238,440 True Wealth Design LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from True Wealth Design LLC 13F filings. Link to 13F filings: SEC filings |