Fund Holdings — True Wealth Design, LLC

Total Portfolio Value
$257.73M
Total Bought
$16.52M
Total Sold
$6.82M
Net Transaction
+$9.70M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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EA SERIES TRUST
ALPHA ARCH 1-3
520,983564,479+43,49656,75162,25124.15%+5,500
AMERICAN CENTY ETF TR53,19966,692+13,4933,5664,0931.59%+527
APPLE INC(AAPL)6,2297,109+8801,4511,7800.69%+329
INCYTE CORP(INCY)101,765+1,75511220.05%+121
BELLRING BRANDS INC(BRBR)1511,538+1,38791160.04%+107
ROBINHOOD MKTS INC(HOOD)1,2673,313+2,046301230.05%+94
CENTENE CORP DEL(CNC)8812,633+1,752661590.06%+93
MCKESSON CORP(MCK)17170+1538970.04%+89
GE AEROSPACE(GE)112644+532211070.04%+86
CHURCH & DWIGHT CO INC(CHD)9795+7861830.03%+82
SMARTSHEET INC7322,111+1,379411180.05%+78
NVIDIA CORPORATION(NVDA)3,0853,347+2623754500.17%+75
ADOBE INC(ADBE)58225+167301000.04%+70
STANLEY BLACK & DECKER INC(SWK)55943+8886760.03%+70
PHILIP MORRIS INTL INC(PM)184745+56122900.03%+67
GARMIN LTD(GRMN)9325+3162670.03%+65
CARNIVAL CORP8393,217+2,37816800.03%+65
ARISTA NETWORKS INC(ANET)0580+5800640.02%+64
APPFOLIO INC(APPF)336552+216791360.05%+57
EXELIXIS INC(EXEL)6992,253+1,55418750.03%+57
EXPEDIA GROUP INC(EXPE)44338+2947630.02%+56
INTEL CORP(INTC)842,853+2,7692570.02%+55
OVINTIV INC(OVV)6561,953+1,29725790.03%+54
ALEXANDRIA REAL ESTATE EQ IN85649+56410630.02%+53
WALMART INC(WMT)8361,331+495681200.05%+53
MERCK & CO INC(MRK)299858+55934850.03%+51
BROADCOM INC(AVGO)664712+481151650.06%+51
AMAZON COM INC(AMZN)1,6961,665-313163650.14%+49
SNOWFLAKE INC(SNOW)205462+25724710.03%+48
SCIENCE APPLICATIONS INTL CO(SAIC)0427+4270480.02%+48
AIRBNB INC588929+341751220.05%+48
JOHNSON & JOHNSON(JNJ)8011,225+4241301770.07%+47
MARATHON PETE CORP(MPC)170536+36628750.03%+47
ORACLE CORP(ORCL)495788+293841310.05%+47
CARMAX INC(KMX)445996+55134810.03%+47
AMERICAN INTL GROUP INC4011,041+64029760.03%+46
AGILENT TECHNOLOGIES INC(A)10355+3451480.02%+46
SONOCO PRODS CO(SON)1461,096+9508540.02%+46
FORTINET INC(FTNT)1,5741,772+1981221670.06%+45
JABIL INC(JBL)9316+3071450.02%+44
ALLEGION PLC(ALLE)156509+35323670.03%+44
PAYPAL HLDGS INC(PYPL)6011,052+45147900.03%+43
NATERA INC(NTRA)452631+179571000.04%+43
ZSCALER INC(ZS)186410+22432740.03%+42
ACUITY BRANDS INC(AYI)0144+1440420.02%+42
CRH PLC
ORD
52499+4475460.02%+41
HILTON WORLDWIDE HLDGS INC(HLT)175324+14940800.03%+40
GLOBAL PMTS INC(GPN)0353+3530400.02%+40
ADT INC DEL(ADT)05,265+5,2650360.01%+36
LULULEMON ATHLETICA INC(LULU)43126+8312480.02%+36
QUIDELORTHO CORP(QDEL)2681,074+80612480.02%+36
BOOZ ALLEN HAMILTON HLDG COR12290+2782370.01%+35
DENTSPLY SIRONA INC(XRAY)2252,175+1,9506410.02%+35
HF SINCLAIR CORP(DINO)5901,732+1,14226610.02%+34
ALPHABET INC(GOOG)1,1241,165+411862210.09%+34
PG&E CORP(PCG)1371,827+1,6903370.01%+34
MGM RESORTS INTERNATIONAL(MGM)0962+9620330.01%+33
KEMPER CORP(KMPB)241717+47615480.02%+33
OKTA INC(OKTA)171577+40613450.02%+33
TAPESTRY INC(TPR)1,7661,7660831150.04%+32
POST HLDGS INC(POST)101385+28412440.02%+32
ATLASSIAN CORPORATION232282+5037690.03%+32
SCHLUMBERGER LTD(SLB)144986+8426380.01%+32
RESMED INC(RMD)115255+14028580.02%+30
META PLATFORMS INC(META)64113+4937660.03%+30
MEDPACE HLDGS INC(MEDP)169258+8956860.03%+29
MICROSOFT CORP(MSFT)548629+812362650.10%+29
VESTIS CORPORATION(VSTS)01,883+1,8830290.01%+29
GE VERNOVA INC(GEV)62135+7316440.02%+29
RALPH LAUREN CORP(RL)271347+7653800.03%+28
LYFT INC(LYFT)2,1494,264+2,11527550.02%+28
CARTERS INC(CRI)330901+57121490.02%+27
CME GROUP INC(CME)579668+891281550.06%+27
PORTLAND GEN ELEC CO(POR)0614+6140270.01%+27
PRIMERICA INC(PRI)098+980270.01%+27
HUBSPOT INC(HUBS)117127+1062880.03%+26
SS&C TECHNOLOGIES HLDGS INC(SSNC)209551+34216420.02%+26
GAP INC(GAP)01,094+1,0940260.01%+26
FLOWSERVE CORP(FLS)492886+39425510.02%+26
EQUIFAX INC(EFX)5101+961260.01%+24
PALANTIR TECHNOLOGIES INC(PLTR)389503+11414380.01%+24
ZOOM COMMUNICATIONS INC(ZM)1,1951,307+112831070.04%+23
BOSTON BEER INC(SAM)161232+7147700.03%+23
GENERAL MTRS CO(GM)8381,133+29538600.02%+23
NORTHERN TR CORP(NTRS)231425+19421440.02%+23
HANOVER INS GROUP INC(THG)169307+13825470.02%+22
ALASKA AIR GROUP INC1,1421,142052740.03%+22
KYNDRYL HLDGS INC(KD)348872+5248300.01%+22
DROPBOX INC(DBX)3561,036+6809310.01%+22
VERISIGN INC512573+61971190.05%+21
DEXCOM INC(DXCM)9282+2731220.01%+21
SIRIUSXM HOLDINGS INC(SIRI)16950+9340220.01%+21
US FOODS HLDG CORP(USFD)194492+29812330.01%+21
RINGCENTRAL INC(RNG)0605+6050210.01%+21
MARRIOTT VACATIONS WORLDWIDE(VAC)440595+15532530.02%+21
CNA FINL CORP(CNA)7271,166+43936560.02%+21
HEALTHCARE RLTY TR(HR)1221,347+1,2252230.01%+21
DELTA AIR LINES INC DEL(DAL)1,9621,986+241001200.05%+20
ROYALTY PHARMA PLC(RPRX)0799+7990200.01%+20
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0348+3480200.01%+20
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