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American Centy Etf Tr Us Sml Cp Valu shares owned by True Wealth Design

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in American Centy Etf Tr Us Sml Cp Valu

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Us Sml Cp Valu held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 217k 89.80
2023-09-30 $13M 167k 77.95
2023-06-30 $11M 137k 77.61
2023-03-31 $6.9M 94k 74.06
2022-12-31 $6.2M 84k 74.51

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
Churchill Management Corp.
Truepoint
Buckingham Asset Management
Bank of America Corporation
3EDGE Asset Management
Unison Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Evensky & Katz
Commonwealth Equity Services
HighTower Advisors
Plan
TCI Wealth Advisors
CI Private Wealth
Carlson Capital Management

View all funds holding American Centy Etf Tr Us Sml Cp Valu