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Rbb Fund Trust shares owned by Trellis Wealth Advisors

Quarter-by-quarter ownership of Rbb Fund Trust (EBI) shares owned by Trellis Wealth Advisors from 13F filings

Historical chart of Trellis Wealth Advisors investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

All positions including Rbb Fund Trust held by Trellis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rbb Fund Trust by Trellis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2M 168k 54.85
2025-06-30 $8.5M 168k 50.88
2025-03-31 $9.1M 192k 47.31

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 Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Rbb Fund Trust Longview Advantg (EBI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Respon U (AVSU)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust International (DFSI)

View all positions for Trellis Wealth Advisors

Top funds holding Rbb Fund Trust

Hill Investment Group Partners
Hill Island Financial
BetterWealth
Aire Advisors
TCI Wealth Advisors
New Capital Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Trellis Wealth Advisors
Chicago Partners Investment
Quantinno Capital Management
Mosaic Family Wealth Partners
Moneta Group Investment Advisors
Stifel Financial
Gts Securities
HighTower Advisors

View all funds holding Rbb Fund Trust