HoldingsChannel.com
True Wealth Design LLC Top Holdings
As of  06/30/2023, below is a summary of the True Wealth Design LLC top holdings by largest position size, as per the latest 13f filing made by True Wealth Design LLC. In the True Wealth Design LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by True Wealth Design LLC in that top holding, then the share count change between reporting periods, and finally the True Wealth Design LLC top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAC) 1,337,922 +102,810 $36,325
     DFAC1,337,922+102,810$36,325
VANGUARD SCOTTSDALE FDS (VGIT) 525,205 +48,505 $30,809
     VGIT525,205+48,505$30,809
EA SERIES TRUST 245,712 +231,388 $25,152
     BOXX245,712+231,388$25,152
DIMENSIONAL ETF TRUST (DFIC) 759,222 +114,044 $18,426
     DFIC759,222+114,044$18,426
DIMENSIONAL ETF TRUST (DUHP) 613,349 +58,276 $16,278
     DUHP613,349+58,276$16,278
AMERICAN CENTY ETF TR (AVUV) 136,622 +43,043 $10,603
     AVUV136,622+43,043$10,603
DIMENSIONAL ETF TRUST (DIHP) 335,155 +35,853 $8,205
     DIHP335,155+35,853$8,205
DIMENSIONAL ETF TRUST (DFEV) 319,153 +42,702 $7,778
     DFEV319,153+42,702$7,778
AMERICAN CENTY ETF TR (AVDE) 105,265 -2,169 $6,042
     AVDE105,265-2,169$6,042
AMERICAN CENTY ETF TR (AVUS) 69,846 -1,465 $5,252
     AVUS69,846-1,465$5,252
DIMENSIONAL ETF TRUST (DFAT) 93,886 -977 $4,355
     DFAT93,886-977$4,355
DIMENSIONAL ETF TRUST (DFEM) 178,796 +4,733 $4,300
     DFEM178,796+4,733$4,300
SPDR SER TR (EBND) 153,532 -2,202 $3,249
     EBND153,532-2,202$3,249
DIMENSIONAL ETF TRUST (DFUS) 65,420 UNCH $3,151
     DFUS65,420UNCH$3,151
VANGUARD INDEX FDS (VTI) 14,166 -1,777 $3,121
     VTI14,166-1,777$3,121
WISDOMTREE TR 48,408 -259 $3,079
     DLN48,408-259$3,079
DIMENSIONAL ETF TRUST (DFSV) 111,548 +998 $2,867
     DFSV111,548+998$2,867
VANGUARD INDEX FDS (VV) 13,041 -1,563 $2,644
     VV13,041-1,563$2,644
SPDR SER TR (SPTI) 93,380 -9,584 $2,642
     SPTI93,380-9,584$2,642
WISDOMTREE TR 34,312 -417 $2,130
     DTD34,312-417$2,130
APPLE INC 7,943 -1,723 $1,541
     AAPL7,943-1,723$1,541
AMERICAN CENTY ETF TR (AVEM) 25,017 -1,325 $1,346
     AVEM25,017-1,325$1,346
VANGUARD TAX MANAGED FDS (VEA) 26,762 -288 $1,236
     VEA26,762-288$1,236
T ROWE PRICE ETF INC (TFLR) 23,974 +23,911 $1,215
     TFLR23,974+23,911$1,215
SPDR SER TR (BILS) 11,778 +248 $1,171
     BILS11,778+248$1,171
EAGLE MATLS INC 5,540 -149 $1,033
     EXP5,540-149$1,033
PULTE GROUP INC 13,248 -1,082 $1,029
     PHM13,248-1,082$1,029
JOHNSON & JOHNSON 5,855 -59 $969
     JNJ5,855-59$969
UFP INDUSTRIES INC 9,971 +9,971 $968
     UFPI9,971+9,971$968
CRH PLC 17,267 -398 $962
     CRH17,267-398$962
LENNAR CORP      $950
     LEN7,585-691$950
     LEN.B1+1$0
SIRIUS XM HOLDINGS INC 204,448 +31,071 $926
     SIRI204,448+31,071$926
WISDOMTREE TR 20,613 -127 $924
     EES20,613-127$924
SNAP ON INC 3,183 -22 $917
     SNA3,183-22$917
CGI INC 8,605 -292 $907
     GIB8,605-292$907
HOME DEPOT INC 2,898 -20 $900
     HD2,898-20$900
SSGA ACTIVE ETF TR (SRLN) 21,454 +873 $898
     SRLN21,454+873$898
SPDR SER TR (BIL) 9,730 -11,484 $893
     BIL9,730-11,484$893
CARRIER GLOBAL CORPORATION 17,873 -418 $888
     CARR17,873-418$888
AMN HEALTHCARE SVCS INC 8,125 +261 $887
     AMN8,125+261$887
MASCO CORP 15,339 -217 $880
     MAS15,339-217$880
EXPEDITORS INTL WASH INC 7,244 -81 $877
     EXPD7,244-81$877
ASE TECHNOLOGY HLDG CO LTD 111,037 -352 $865
     ASX111,037-352$865
LANDSTAR SYS INC 4,489 -38 $864
     LSTR4,489-38$864
VIPSHOP HOLDINGS LIMITED 52,383 -678 $864
     VIPS52,383-678$864
DISCOVER FINL SVCS 7,258 +13 $848
     DFS7,258+13$848
AMDOCS LTD 8,553 -144 $846
     DOX8,553-144$846
CISCO SYS INC 16,340 -132 $845
     CSCO16,340-132$845
MSC INDL DIRECT INC 8,822 -255 $841
     MSM8,822-255$841
PDC ENERGY INC 11,699 +11,699 $832
     PDCE11,699+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

Size ($ in 1000's)
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

True Wealth Design LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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