HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAC) |
1,337,922 | +102,810 | $36,325 |
| DFAC | 1,337,922 | +102,810 | $36,325 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
525,205 | +48,505 | $30,809 |
| VGIT | 525,205 | +48,505 | $30,809 |
| EA SERIES TRUST |
245,712 | +231,388 | $25,152 |
| BOXX | 245,712 | +231,388 | $25,152 |
| DIMENSIONAL ETF TRUST (DFIC) |
759,222 | +114,044 | $18,426 |
| DFIC | 759,222 | +114,044 | $18,426 |
| DIMENSIONAL ETF TRUST (DUHP) |
613,349 | +58,276 | $16,278 |
| DUHP | 613,349 | +58,276 | $16,278 |
| AMERICAN CENTY ETF TR (AVUV) |
136,622 | +43,043 | $10,603 |
| AVUV | 136,622 | +43,043 | $10,603 |
| DIMENSIONAL ETF TRUST (DIHP) |
335,155 | +35,853 | $8,205 |
| DIHP | 335,155 | +35,853 | $8,205 |
| DIMENSIONAL ETF TRUST (DFEV) |
319,153 | +42,702 | $7,778 |
| DFEV | 319,153 | +42,702 | $7,778 |
| AMERICAN CENTY ETF TR (AVDE) |
105,265 | -2,169 | $6,042 |
| AVDE | 105,265 | -2,169 | $6,042 |
| AMERICAN CENTY ETF TR (AVUS) |
69,846 | -1,465 | $5,252 |
| AVUS | 69,846 | -1,465 | $5,252 |
| DIMENSIONAL ETF TRUST (DFAT) |
93,886 | -977 | $4,355 |
| DFAT | 93,886 | -977 | $4,355 |
| DIMENSIONAL ETF TRUST (DFEM) |
178,796 | +4,733 | $4,300 |
| DFEM | 178,796 | +4,733 | $4,300 |
| SPDR SER TR (EBND) |
153,532 | -2,202 | $3,249 |
| EBND | 153,532 | -2,202 | $3,249 |
| DIMENSIONAL ETF TRUST (DFUS) |
65,420 | UNCH | $3,151 |
| DFUS | 65,420 | UNCH | $3,151 |
| VANGUARD INDEX FDS (VTI) |
14,166 | -1,777 | $3,121 |
| VTI | 14,166 | -1,777 | $3,121 |
| WISDOMTREE TR |
48,408 | -259 | $3,079 |
| DLN | 48,408 | -259 | $3,079 |
| DIMENSIONAL ETF TRUST (DFSV) |
111,548 | +998 | $2,867 |
| DFSV | 111,548 | +998 | $2,867 |
| VANGUARD INDEX FDS (VV) |
13,041 | -1,563 | $2,644 |
| VV | 13,041 | -1,563 | $2,644 |
| SPDR SER TR (SPTI) |
93,380 | -9,584 | $2,642 |
| SPTI | 93,380 | -9,584 | $2,642 |
| WISDOMTREE TR |
34,312 | -417 | $2,130 |
| DTD | 34,312 | -417 | $2,130 |
| APPLE INC |
7,943 | -1,723 | $1,541 |
| AAPL | 7,943 | -1,723 | $1,541 |
| AMERICAN CENTY ETF TR (AVEM) |
25,017 | -1,325 | $1,346 |
| AVEM | 25,017 | -1,325 | $1,346 |
| VANGUARD TAX MANAGED FDS (VEA) |
26,762 | -288 | $1,236 |
| VEA | 26,762 | -288 | $1,236 |
| T ROWE PRICE ETF INC (TFLR) |
23,974 | +23,911 | $1,215 |
| TFLR | 23,974 | +23,911 | $1,215 |
| SPDR SER TR (BILS) |
11,778 | +248 | $1,171 |
| BILS | 11,778 | +248 | $1,171 |
| EAGLE MATLS INC |
5,540 | -149 | $1,033 |
| EXP | 5,540 | -149 | $1,033 |
| PULTE GROUP INC |
13,248 | -1,082 | $1,029 |
| PHM | 13,248 | -1,082 | $1,029 |
| JOHNSON & JOHNSON |
5,855 | -59 | $969 |
| JNJ | 5,855 | -59 | $969 |
| UFP INDUSTRIES INC |
9,971 | +9,971 | $968 |
| UFPI | 9,971 | +9,971 | $968 |
| CRH PLC |
17,267 | -398 | $962 |
| CRH | 17,267 | -398 | $962 |
 LENNAR CORP |
$950 | ||
| LEN | 7,585 | -691 | $950 |
| LEN.B | 1 | +1 | $0 |
| SIRIUS XM HOLDINGS INC |
204,448 | +31,071 | $926 |
| SIRI | 204,448 | +31,071 | $926 |
| WISDOMTREE TR |
20,613 | -127 | $924 |
| EES | 20,613 | -127 | $924 |
| SNAP ON INC |
3,183 | -22 | $917 |
| SNA | 3,183 | -22 | $917 |
| CGI INC |
8,605 | -292 | $907 |
| GIB | 8,605 | -292 | $907 |
| HOME DEPOT INC |
2,898 | -20 | $900 |
| HD | 2,898 | -20 | $900 |
| SSGA ACTIVE ETF TR (SRLN) |
21,454 | +873 | $898 |
| SRLN | 21,454 | +873 | $898 |
| SPDR SER TR (BIL) |
9,730 | -11,484 | $893 |
| BIL | 9,730 | -11,484 | $893 |
| CARRIER GLOBAL CORPORATION |
17,873 | -418 | $888 |
| CARR | 17,873 | -418 | $888 |
| AMN HEALTHCARE SVCS INC |
8,125 | +261 | $887 |
| AMN | 8,125 | +261 | $887 |
| MASCO CORP |
15,339 | -217 | $880 |
| MAS | 15,339 | -217 | $880 |
| EXPEDITORS INTL WASH INC |
7,244 | -81 | $877 |
| EXPD | 7,244 | -81 | $877 |
| ASE TECHNOLOGY HLDG CO LTD |
111,037 | -352 | $865 |
| ASX | 111,037 | -352 | $865 |
| LANDSTAR SYS INC |
4,489 | -38 | $864 |
| LSTR | 4,489 | -38 | $864 |
| VIPSHOP HOLDINGS LIMITED |
52,383 | -678 | $864 |
| VIPS | 52,383 | -678 | $864 |
| DISCOVER FINL SVCS |
7,258 | +13 | $848 |
| DFS | 7,258 | +13 | $848 |
| AMDOCS LTD |
8,553 | -144 | $846 |
| DOX | 8,553 | -144 | $846 |
| CISCO SYS INC |
16,340 | -132 | $845 |
| CSCO | 16,340 | -132 | $845 |
| MSC INDL DIRECT INC |
8,822 | -255 | $841 |
| MSM | 8,822 | -255 | $841 |
| PDC ENERGY INC |
11,699 | +11,699 | $832 |
| PDCE | 11,699 | +11,699 | $832 |
See Full List: All Stocks Held By True Wealth Design LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By True Wealth Design LLC
|
Size ($ 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 |
