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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Trellis Advisors, LLC INSTITUTION : Trellis Advisors, LLC
Trellis Advisors, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-07) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 45,694,000 354,463 43.98%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 10,368,000 121,472 9.98%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 5,526,000 91,441 5.31%
ISHARES TR    (EAFE SML CP ETF) SCZ 5,518,000 123,076 5.31%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 4,289,000 128,635 4.12%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 2,602,000 77,558 2.50%
ISHARES TR    (RUSSELL 3000 ETF) IWV 2,028,000 13,671 1.95%
STARBUCKS CORP    (COM) SBUX 1,847,000 28,094 1.77%
MICROSOFT CORP    (COM) MSFT 1,818,000 11,526 1.75%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 1,573,000 60,884 1.51%
ISHARES TR    (MSCI EAFE ETF) EFA 1,271,000 23,777 1.22%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 1,189,000 57,452 1.14%
VANGUARD ADMIRAL FDS INC    (MIDCP 400 GRTH) IVOG 1,177,000 10,666 1.13%
MICROSOFT CORP    (COM) MSFT 1,067,000 6,767 1.02%
APPLE INC    (COM) AAPL 1,036,000 4,074 0.99%
ISHARES TR    (MSCI EMG MKT ETF) EEM 982,000 28,776 0.94%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 856,000 10,934 0.82%
ISHARES TR    (MSCI KLD400 SOC) DSI 782,000 8,025 0.75%
AMGEN INC    (COM) AMGN 751,000 3,702 0.72%
AMAZON COM INC    (COM) AMZN 698,000 358 0.67%


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MAJOR GURUS:
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