Portfolio (Quarterly)
Guide ↗
True Wealth Design, LLC
· CIK 0001966033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | VXF | VANGUARD INDEX FDS | — | 19 | $4K | 0.00% | SOLD |
| 42 | BSCV | INVESCO EXCH TRD SLF IDX FD | — | 228 | $4K | 0.00% | SOLD |
| 43 | AMN | AMN HEALTHCARE SVCS INC | Healthcare | 183 | $4K | 0.00% | SOLD |
| 44 | — | AVIDXCHANGE HOLDINGS INC | — | 350 | $3K | 0.00% | SOLD |
| 45 | — | SOTHERLY HOTELS INC | — | 4,281 | $3K | 0.00% | SOLD |
| 46 | OPCH | OPTION CARE HEALTH INC | Healthcare | 123 | $3K | 0.00% | SOLD |
| 47 | THRY | THRYV HLDGS INC | Communication Services | 283 | $3K | 0.00% | SOLD |
| 48 | SCVL | SHOE CARNIVAL INC | Consumer Cyclical | 162 | $3K | 0.00% | SOLD |
| 49 | — | PROS HOLDINGS INC | — | 143 | $3K | 0.00% | SOLD |
| 50 | ALGM | ALLEGRO MICROSYSTEMS INC | Technology | 111 | $3K | 0.00% | SOLD |
| 51 | DISV | DIMENSIONAL ETF TRUST | — | 89 | $3K | 0.00% | SOLD |
| 52 | — | IBOTTA INC | — | 109 | $3K | 0.00% | SOLD |
| 53 | AVEM | AMERICAN CENTY ETF TR | — | 40 | $3K | 0.00% | SOLD |
| 54 | USCI | UNITED STS COMMODITY INDEX F | Financial Services | 38 | $3K | 0.00% | SOLD |
| 55 | — | INFORMATICA INC | — | 107 | $3K | 0.00% | SOLD |
| 56 | CE | CELANESE CORP DEL | Basic Materials | 46 | $2K | 0.00% | SOLD |
| 57 | — | STEELCASE INC | — | 109 | $2K | 0.00% | SOLD |
| 58 | KREF | KKR REAL ESTATE FIN TR INC | Real Estate | 207 | $2K | 0.00% | SOLD |
| 59 | — | SAPIENS INTL CORP N V | — | 42 | $2K | 0.00% | SOLD |
| 60 | ARDT | ARDENT HEALTH INC | Healthcare | 130 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
25.0%
Industrials
16.9%
Financial Services
13.2%
Consumer Cyclical
12.8%
Healthcare
11.7%
Consumer Defensive
4.8%
Communication Services
4.4%
Basic Materials
3.4%
Real Estate
2.7%
Energy
2.6%