• 13F History

True Wealth Design, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$258M
Signature - Title
Kevin Kroskey - CCO
Location
Akron, OH
Summary
This page shows a list of all the recent 13F filings made by True Wealth Design, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. True Wealth Design, LLC reported 1350 stock holdings with total value $258M as of Q4 2024. Top holdings included BOXX, DFAC, DFIC, DUHP, and DFEV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,350 $258M +$12.9M -$6.58M +$6.35M BOXX, DFAC, DFIC, DUHP, DFEV 13F-HR 2/14/2025, 10:38 AM
Q3 2024 1,274 $256M +$13.3M -$181M -$168M BOXX, DFAC, DFIC, DUHP, DFEV 13F-HR 11/14/2024, 05:22 PM
Q2 2024 779 $405M +$25.1M -$21M +$4.08M BOXX, DFAC, DFIC, DUHP, VGIT 13F-HR 8/14/2024, 05:03 PM
Q1 2024 785 $401M +$49.8M -$21.5M +$28.3M DFAC, BOXX, DFIC, DUHP, VGIT 13F-HR 5/14/2024, 10:34 AM
Q4 2023 777 $355M +$54M -$22.1M +$31.8M BOXX, DFAC, DFIC, DUHP, VGIT 13F-HR 2/14/2024, 04:34 PM
Q3 2023 827 $299M +$57.6M -$25.6M +$32M DFAC, BOXX, VGIT, DFIC, DUHP 13F-HR 11/13/2023, 04:40 PM
Q2 2023 895 $273M +$48.5M -$20.6M +$27.9M DFAC, VGIT, BOXX, DFIC, DUHP 13F-HR 8/14/2023, 04:54 PM
Q1 2023 860 $238M +$31.9M -$12.2M +$19.7M DFAC, VGIT, DFIC, DUHP, DIHP 13F-HR 5/12/2023, 10:08 AM
Q4 2022 803 $216M VGIT, DFAC, DFIC, DUHP, DIHP 13F-HR 2/15/2023, 04:24 PM