True Wealth Design, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| JOHNSON & JOHNSON | $289.0K | 0.1% |
| Zoom Communications, Inc. | $285.1K | 0.1% |
| Atlassian Corporation | $274.8K | 0.1% |
| EDISON INTERNATIONAL | $273.6K | 0.1% |
| MCDONALD'S CORP | $272.5K | 0.1% |
| VANGUARD TAX-MANAGED FDS | $267.9K | 0.1% |
| HUNT J B TRANSPORT SERVICES INC | $267.2K | 0.1% |
| FIDELITY COVINGTON TRUST | $264.3K | 0.1% |
| CAPITAL ONE FINANCIAL CORP | $263.9K | 0.1% |
| ISHARES TR | $262.8K | 0.1% |
| Meta Platforms Inc | $252.8K | 0.1% |
| Booking Holdings Inc | $246.3K | 0.1% |
| INTEL CORP | $244.5K | 0.1% |
| ISHARES TR | $243.3K | 0.1% |
| WORTHINGTON ENTERPRISES, INC. | $242.4K | 0.1% |
| Warren E. Buffett | $242.3K | 0.1% |
| EMERSON ELECTRIC CO | $237.7K | 0.1% |
| Tesla Inc | $237.1K | 0.1% |
| PG&E Corp | $236.2K | 0.1% |
| Alphabet Inc. | $235.9K | 0.1% |
| Howmet Aerospace Inc. | $232.3K | 0.1% |
| Chubb Ltd | $230.7K | 0.1% |
| Ralph Lauren Corp | $224.2K | 0.1% |
| TIDAL TRUST II | $219.5K | 0.1% |
| DIMENSIONAL ETF TRUST | $215.3K | 0.1% |
| VANGUARD MUN BD FDS | $209.9K | 0.1% |
| Monster Beverage Corp | $208.9K | 0.1% |
| DIMENSIONAL ETF TRUST | $208.5K | 0.1% |
| Airbnb, Inc. | $205.5K | 0.1% |
| Palantir Technologies Inc | $204.1K | 0.1% |
| Autodesk, Inc. | $204.0K | 0.1% |
| Snowflake Inc. | $203.3K | 0.1% |
| JPMORGAN CHASE & CO | $201.4K | 0.1% |
| TechnipFMC plc | $200.3K | 0.1% |
| ROBLOX Corp | $199.3K | 0.1% |
| WEDBUSH SER TR | $194.9K | 0.1% |
| MARTIN MARIETTA MATERIALS INC | $191.2K | 0.1% |
| Johnson Controls International plc | $188.6K | 0.1% |
| Devon Energy Corp | $188.5K | 0.1% |
| ELI LILLY & Co | $187.0K | 0.1% |
| Worthington Steel, Inc. | $182.0K | 0.1% |
| INCYTE CORP | $178.1K | 0.1% |
| VeriSign Inc | $177.6K | 0.1% |
| Phillips 66 | $176.7K | 0.1% |
| MongoDB, Inc. | $175.9K | 0.1% |
| INVESCO EXCH TRADED FD TR II | $172.3K | 0.1% |
| The PNC Financial Services Group, Inc. | $170.5K | 0.0% |
| ORACLE CORP | $170.2K | 0.0% |
| AMERICAN CENTY ETF TR | $168.5K | 0.0% |
| IQVIA HOLDINGS INC. | $168.4K | 0.0% |