Notify me when True Wealth Design, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 2,556 | $341,138,956 | +$19,367,741 | -$12,281,379 | +$7,086,362 | BOXX, DFAC, DFIC, DUHP, DFEV | 13F-HR | 08 Jan 2026, 12:38 |
| Q3 2025 | 2,711 | $327,230,603 | +$32,837,843 | -$3,373,423 | +$29,464,420 | DFAC, BOXX, DFIC, DUHP, DFEV | 13F-HR | 21 Oct 2025, 09:33 |
| Q2 2025 | 2,563 | $283,794,057 | +$43,784,213 | -$41,395,249 | +$2,388,964 | DFAC, BOXX, DFIC, DUHP, DFEV | 13F-HR | 06 Aug 2025, 15:51 |
| Q1 2025 | 2,650 | $262,546,857 | +$11,719,756 | -$6,096,793 | +$5,622,963 | BOXX, DFAC, DFIC, DUHP, DFEV | 13F-HR | 13 May 2025, 10:39 |
| Q4 2024 | 1,350 | $257,725,015 | +$12,921,694 | -$6,575,182 | +$6,346,512 | BOXX, DFAC, DFIC, DUHP, DFEV | 13F-HR | 14 Feb 2025, 10:38 |
| Q3 2024 | 1,274 | $256,075,324 | +$13,270,291 | -$181,392,665 | -$168,122,374 | BOXX, DFAC, DFIC, DUHP, DFEV | 13F-HR | 14 Nov 2024, 17:22 |
| Q2 2024 | 779 | $404,638,613 | +$25,090,177 | -$21,012,408 | +$4,077,769 | BOXX, DFAC, DFIC, DUHP, VGIT | 13F-HR | 14 Aug 2024, 17:03 |
| Q1 2024 | 786 | $401,228,271 | +$49,790,453 | -$21,460,227 | +$28,330,226 | DFAC, BOXX, DFIC, DUHP, VGIT | 13F-HR | 14 May 2024, 10:34 |
| Q4 2023 | 777 | $355,042,521 | +$53,952,764 | -$22,111,836 | +$31,840,928 | BOXX, DFAC, DFIC, DUHP, VGIT | 13F-HR | 14 Feb 2024, 16:34 |
| Q3 2023 | 770 | $298,781,841 | +$57,638,885 | -$25,619,017 | +$32,019,868 | DFAC, BOXX, VGIT, DFIC, DUHP | 13F-HR | 13 Nov 2023, 16:40 |
| Q2 2023 | 781 | $273,475,802 | +$48,465,836 | -$20,604,618 | +$27,861,218 | DFAC, VGIT, BOXX, DFIC, DUHP | 13F-HR | 14 Aug 2023, 15:54 |
| Q1 2023 | 860 | $238,490,083 | +$31,882,936 | -$17,822,496 | +$14,060,440 | DFAC, VGIT, DFIC, DUHP, DIHP | 13F-HR | 12 May 2023, 10:08 |
| Q4 2022 | 803 | $216,138,663 | $0 | $0 | $0 | VGIT, DFAC, DFIC, DUHP, DIHP | 13F-HR | 15 Feb 2023, 17:24 |