True Wealth Design, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Akron, OH
CIK
0001966033
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 1,274 256,075 BOXX, DFAC, DFIC, DUHP 13F-HR 11/14/2024 000196603324000005
Q2 2024 780 404,638 BOXX, DFAC, DFIC, DUHP 13F-HR 8/14/2024 000196603324000004
Q1 2024 787 401,228 DFAC, BOXX, DFIC, DUHP 13F-HR 5/14/2024 000196603324000003
Q4 2023 778 355,042 BOXX, DFAC, DFIC, DUHP 13F-HR 2/14/2024 000196603324000001
Q3 2023 770 298,781 DFAC, BOXX, VGIT, DFIC 13F-HR 11/13/2023 000196603323000004
Q2 2023 782 273,475 DFAC, VGIT, BOXX, DFIC 13F-HR 8/14/2023 000196603323000003
Q1 2023 860 238,490 DFAC, VGIT, DFIC, DUHP 13F-HR 5/12/2023 000196603323000002
Q4 2022 803 216,138 VGIT, DFAC, DFIC, DUHP 13F-HR 2/15/2023 000196603323000001