Three Cord True Wealth Management, LLC

The portfolio is heavily skewed toward exchange-traded funds (ETFs), which comprise the vast majority of the assets. The allocation strategy suggests a "core and satellite" approach, where a few large "core" ETFs drive the bulk of the portfolio's performance, while smaller positions provide diversification or specific tactical exposure. The concentration risk is notable; the top four holdings account for over 82% of the total portfolio value, indicating a strong reliance on the performance of these specific funds rather than broad stock picking.

Key Holdings