| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 14.1% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 13.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 9.2% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 7.4% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 5.5% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 5.3% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 3.7% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 2.7% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 2.1% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 1.8% |
View True Wealth Design, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-15 |
View True Wealth Design, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.