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shares owned by True Wealth Design

Quarter-by-quarter ownership of (CXDO) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in

Tip: Access up to 7 years of quarterly data

All positions including held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in by True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-03-31 $321 52 6.17
2025-12-31 $13 2 6.50

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)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding

BlackRock
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Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Legato Capital Management
Susquehanna International
Renaissance Technologies
MidFirst Bank
Pembroke Management
Perkins Capital Management

View all funds holding