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American Centy Etf Tr avantis emgmkt shares owned by Trellis Wealth Advisors

Quarter-by-quarter ownership of American Centy Etf Tr avantis emgmkt (AVEM) shares owned by Trellis Wealth Advisors from 13F filings

Historical chart of Trellis Wealth Advisors investment in American Centy Etf Tr avantis emgmkt

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All positions including American Centy Etf Tr avantis emgmkt held by Trellis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr avantis emgmkt by Trellis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 80k 57.96
2023-12-31 $4.5M 79k 56.39
2023-09-30 $3.9M 74k 52.79

More positions owned by Trellis Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
American Centy Etf Tr Avantis Respon U (AVSU)
Dimensional Etf Trust Us Sustainabilty (DFSU)
American Centy Etf Tr Avantis Responsi (AVSD)
Dimensional Etf Trust International (DFSI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Trellis Wealth Advisors

Top funds holding American Centy Etf Tr avantis emgmkt

Savant Capital Management
Mercer Global Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Haverford Trust Company
HighTower Advisors
HPM Partners
Pure Financial Advisors
Creative Planning
Wells Fargo & Company
Congress Wealth Management LLC / DE /
LPL Financial
WMS Partners
Vista Wealth Management Group
Summit Financial Strategies
Beaird Harris Wealth Management

View all funds holding American Centy Etf Tr avantis emgmkt