Fund HoldingsTrue Wealth Design, LLC

Total Portfolio Value
$257.73M
Total Bought
$16.52M
Total Sold
$6.82M
Net Transaction
+$9.70M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
EA SERIES TRUST
ALPHA ARCH 1-3
0564,479+564,479062,25124.15%+62,251
AMERICAN CENTY ETF TR066,692+66,69204,0931.59%+4,093
APPLE INC(AAPL)07,109+7,10901,7800.69%+1,780
INCYTE CORP(INCY)01,765+1,76501220.05%+122
BELLRING BRANDS INC(BRBR)01,538+1,53801160.04%+116
ROBINHOOD MKTS INC(HOOD)03,313+3,31301230.05%+123
CENTENE CORP DEL(CNC)8812,633+1,752661590.06%+93
MCKESSON CORP(MCK)0170+1700970.04%+97
GE AEROSPACE(GE)0644+64401070.04%+107
CHURCH & DWIGHT CO INC(CHD)0795+7950830.03%+83
SMARTSHEET INC7322,111+1,379411180.05%+78
NVIDIA CORPORATION(NVDA)3,0853,347+2623754500.17%+75
ADOBE INC(ADBE)0225+22501000.04%+100
STANLEY BLACK & DECKER INC(SWK)0943+9430760.03%+76
PHILIP MORRIS INTL INC(PM)0745+7450900.03%+90
GARMIN LTD(GRMN)0325+3250670.03%+67
CARNIVAL CORP03,217+3,2170800.03%+80
ARISTA NETWORKS INC(ANET)0580+5800640.02%+64
APPFOLIO INC(APPF)336552+216791360.05%+57
EXELIXIS INC(EXEL)02,253+2,2530750.03%+75
EXPEDIA GROUP INC(EXPE)0338+3380630.02%+63
INTEL CORP(INTC)02,853+2,8530570.02%+57
OVINTIV INC(OVV)01,953+1,9530790.03%+79
ALEXANDRIA REAL ESTATE EQ IN0649+6490630.02%+63
WALMART INC(WMT)01,331+1,33101200.05%+120
MERCK & CO INC(MRK)0858+8580850.03%+85
BROADCOM INC(AVGO)664712+481151650.06%+51
AMAZON COM INC(AMZN)01,665+1,66503650.14%+365
SNOWFLAKE INC(SNOW)0462+4620710.03%+71
SCIENCE APPLICATIONS INTL CO(SAIC)0427+4270480.02%+48
AIRBNB INC588929+341751220.05%+48
JOHNSON & JOHNSON(JNJ)01,225+1,22501770.07%+177
MARATHON PETE CORP(MPC)0536+5360750.03%+75
ORACLE CORP(ORCL)0788+78801310.05%+131
CARMAX INC(KMX)0996+9960810.03%+81
AMERICAN INTL GROUP INC01,041+1,0410760.03%+76
AGILENT TECHNOLOGIES INC(A)0355+3550480.02%+48
SONOCO PRODS CO(SON)01,096+1,0960540.02%+54
FORTINET INC(FTNT)1,5741,772+1981221670.06%+45
JABIL INC(JBL)0316+3160450.02%+45
ALLEGION PLC(ALLE)0509+5090670.03%+67
PAYPAL HLDGS INC(PYPL)6011,052+45147900.03%+43
NATERA INC(NTRA)452631+179571000.04%+43
ZSCALER INC(ZS)0410+4100740.03%+74
ACUITY BRANDS INC(AYI)0144+1440420.02%+42
CRH PLC
ORD
0499+4990460.02%+46
HILTON WORLDWIDE HLDGS INC(HLT)0324+3240800.03%+80
GLOBAL PMTS INC(GPN)0353+3530400.02%+40
ADT INC DEL(ADT)05,265+5,2650360.01%+36
LULULEMON ATHLETICA INC(LULU)0126+1260480.02%+48
QUIDELORTHO CORP(QDEL)01,074+1,0740480.02%+48
BOOZ ALLEN HAMILTON HLDG COR0290+2900370.01%+37
DENTSPLY SIRONA INC(XRAY)02,175+2,1750410.02%+41
HF SINCLAIR CORP(DINO)01,732+1,7320610.02%+61
ALPHABET INC(GOOG)01,165+1,16502210.09%+221
PG&E CORP(PCG)01,827+1,8270370.01%+37
MGM RESORTS INTERNATIONAL(MGM)0962+9620330.01%+33
KEMPER CORP(KMPB)0717+7170480.02%+48
OKTA INC(OKTA)0577+5770450.02%+45
TAPESTRY INC(TPR)1,7661,7660831150.04%+32
POST HLDGS INC(POST)0385+3850440.02%+44
ATLASSIAN CORPORATION0282+2820690.03%+69
SCHLUMBERGER LTD(SLB)0986+9860380.01%+38
RESMED INC(RMD)0255+2550580.02%+58
META PLATFORMS INC(META)0113+1130660.03%+66
ISHARES TR0295+2950300.01%+30
MEDPACE HLDGS INC(MEDP)169258+8956860.03%+29
MICROSOFT CORP(MSFT)0629+62902650.10%+265
VESTIS CORPORATION(VSTS)01,883+1,8830290.01%+29
GE VERNOVA INC(GEV)0135+1350440.02%+44
RALPH LAUREN CORP(RL)271347+7653800.03%+28
LYFT INC(LYFT)04,264+4,2640550.02%+55
CARTERS INC(CRI)0901+9010490.02%+49
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)0551+5510420.02%+42
GAP INC(GAP)01,094+1,0940260.01%+26
FLOWSERVE CORP(FLS)0886+8860510.02%+51
EQUIFAX INC(EFX)0101+1010260.01%+26
PALANTIR TECHNOLOGIES INC(PLTR)0503+5030380.01%+38
ZOOM COMMUNICATIONS INC(ZM)1,1951,307+112831070.04%+23
BOSTON BEER INC(SAM)161232+7147700.03%+23
GENERAL MTRS CO(GM)01,133+1,1330600.02%+60
NORTHERN TR CORP(NTRS)0425+4250440.02%+44
HANOVER INS GROUP INC(THG)0307+3070470.02%+47
ALASKA AIR GROUP INC1,1421,142052740.03%+22
KYNDRYL HLDGS INC(KD)0872+8720300.01%+30
DROPBOX INC(DBX)01,036+1,0360310.01%+31
VERISIGN INC512573+61971190.05%+21
DEXCOM INC(DXCM)0282+2820220.01%+22
SIRIUSXM HOLDINGS INC(SIRI)0950+9500220.01%+22
US FOODS HLDG CORP(USFD)0492+4920330.01%+33
RINGCENTRAL INC(RNG)0605+6050210.01%+21
MARRIOTT VACATIONS WORLDWIDE(VAC)0595+5950530.02%+53
CNA FINL CORP(CNA)01,166+1,1660560.02%+56
HEALTHCARE RLTY TR(HR)01,347+1,3470230.01%+23
DELTA AIR LINES INC DEL(DAL)1,9621,986+241001200.05%+20
ROYALTY PHARMA PLC(RPRX)0799+7990200.01%+20
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