SEC Form 13F

Trellis Wealth Advisors LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$291,314,908
Positions49

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$58,812,3201,596,426
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$43,197,865973,802
VANGUARD INDEX FDSVTITOTAL STK MKT$31,326,98784,658
AMERICAN CENTY ETF TRAVUSUS EQT ETF$26,342,411205,672
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$22,385,703287,328
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$22,300,571250,006
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$14,891,174202,849
RBB FUND TRUSTEBILONGVIEW ADVANTG$10,873,081167,405
VANGUARD STAR FDSVXUSVG TL INTL STK F$9,853,490115,259
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$9,570,022121,094

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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