Ownership history in True Wealth Design, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in EA SERIES TRUST (BOXX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π True Wealth Design, LLC underperformed the S&P 500 by β16.1% annually on this BOXX position. Timing score: 82% (9/11 decisions correct). Average cost basis: $105.88. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 16.1% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
9 of 11 add/trim decisions correct
Best entry: $100.95 (2023 Q1) Β· Worst: $115.10 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 2 trims. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 16.07% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.