Trellis Wealth Advisors LLC

Q1 2025 13F Holdings

Location
San Luis Obispo, CA
Holdings as of
3/31/2025
Value ($000)
$206,067
Num holdings
35
Date filed
4/23/2025
Form type
13F-HR
Prev filing
2/3/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type