| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 21.0% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 18.8% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 17.1% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 11.7% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 10.0% |
| VANGUARD STAR FDS | 7 | Q2 2024 | 8.1% |
| VANGUARD BD INDEX FDS | 7 | Q2 2024 | 5.9% |
| MICROSOFT CORP | 7 | Q2 2024 | 3.7% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 2.8% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 2.8% |
View Trellis Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-08-10 |
View Trellis Wealth Advisors 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.