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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: 2019-11-07) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
Vanguard Total Stock Mkt Indx ETF    (TOTAL STK MKT) VTI 55,868,000 369,984 47.30%
Vanguard Total Bond Mkt Index ETF    (TOTAL BND MRKT) BND 10,515,000 124,545 8.90%
Schwab US Brd Mkt ETF    (US BRD MKT ETF) SCHB 7,674,000 108,061 6.49%
iShares Int'l Small Cap Index ETF    (EAFE SML CP ETF) SCZ 7,208,000 125,945 6.10%
Vanguard FTSE Dev Mkts Index ETF    (FTSE DEV MKT ETF) VEA 5,000,000 121,709 4.23%
Vanguard FTSE Emerg Mkts Index ETF    (FTSE EMR MKT ETF) VWO 2,546,000 63,236 2.15%
Starbucks Corp    (COM) SBUX 2,495,000 28,212 2.11%
Ishares Tr Russell 3000 ETF    (RUSSELL 3000 ETF) IWV 2,373,000 13,655 2.00%
Schwab Intl Eq ETF    (INTL EQTY ETF) SCHF 1,814,000 56,926 1.53%
Vanguard S&P Mid-Cap 400 Growth    (MIDCP 400 GRTH) IVOG 1,622,000 11,634 1.37%
iShares Tr MSCI EAFE ETF    (MSCI EAFE ETF) EFA 1,584,000 24,296 1.34%
Microsoft Corp    (COM) MSFT 1,560,000 11,223 1.32%
Schwab Intl Sm-Cap ETF    (INTL SCEQT ETF) SCHC 1,278,000 40,197 1.08%
Schwab Emg Mkt Eq ETF    (EMRG MKTEQ ETF) SCHE 1,148,000 45,679 0.97%
iShares MSCI KLD 400 Social Index ETF    (MSCI KLD400 SOC) DSI 793,000 7,147 0.67%
Apple Computer Inc    (COM) AAPL 776,000 3,466 0.65%
Microsoft Corp    (COM) MSFT 775,000 5,573 0.65%
Amgen Incorporated    (COM) AMGN 715,000 3,697 0.60%
Ishares Tr Core S&P Smallcap    (CORE S&P SCP ETF) IJR 666,000 8,552 0.56%
Vanguard Mid Cap    (MID CAP ETF) VO 575,000 3,430 0.48%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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