Trellis Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
San Luis Obispo, CA
CIK
0001989031
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 25 176,975 DFAX, DFAC, VTI, AVUS 13F-HR 4/22/2024 000117266124001912
Q4 2023 35 184,141 DFAX, DFAC, VTI, AVUS 13F-HR 1/19/2024 000117266124000286
Q3 2023 35 158,936 DFAX, DFAC, VTI, AVUS 13F-HR 10/23/2023 000117266123003476
Q2 2023 31 150,425 DFAX, VTI, DFAC, AVUS 13F-HR 8/10/2023 000117266123002859
Q1 2023 30 136,117 DFAX, VTI, DFAC, AVUS 13F-HR 8/10/2023 000117266123002879
Q4 2022 29 116,121 DFAX, VTI, DFAC, AVUS 13F-HR 8/10/2023 000117266123002878