Long-term investor
True Wealth Design, LLC @truewealthdesignllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001966033).
Record
- Tracked since 2025-06-30 (434 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months +10.7% · 1 year +16.1% · all +16.1%
- Max drawdown 0.0% · Sharpe 1.39 · win rate 32% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 15.8% · long · since 2025-06-30
- BOXX · 13.5% · long · since 2025-06-30
- DFIC · 10.1% · long · since 2025-06-30
- DUHP · 7.8% · long · since 2025-06-30
- DFEV · 7.0% · long · since 2025-06-30
- TYA · 4.5% · long · since 2025-06-30
- DIHP · 4.0% · long · since 2025-06-30
- AVUV · 3.2% · long · since 2025-06-30
- MTBA · 2.6% · long · since 2025-06-30
- RFIX · 1.6% · long · since 2025-06-30
- AVDE · 1.3% · long · since 2025-06-30
- AVUS · 1.2% · long · since 2025-06-30