True Wealth Design’s Floor & Decor FND Stock Holding History

True Wealth Design’s Portfolio FND Stock Details FND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.81K	Buy	75 +28	+60%	+$1.82K	﹤0.01%	1309
2025 Q4	$2.86K	Sell	47 -140	-75%	-$9.07K	﹤0.01%	1314
2025 Q3	$13.8K	Buy	187 +182	+3,640%	+$14.9K	﹤0.01%	731
2025 Q2	$380	Sell	5 -6	-55%	-$446	﹤0.01%	1849
2025 Q1	$886	Buy	11 +4	+57%	+$378	﹤0.01%	1308
2024 Q4	$698	Buy	7 +1	+17%	+$107	﹤0.01%	1027
2024 Q3	$746	Sell	6 -1	-14%	-$104	﹤0.01%	1030
2024 Q2	$696	Buy	7 +2	+40%	+$230	﹤0.01%	594
2024 Q1	$649	Buy	5 +2	+67%	+$227	﹤0.01%	569
2023 Q4	$335	Hold	3	–	–	﹤0.01%	587
2023 Q3	$272	Sell	3 -1	-25%	-$102	﹤0.01%	586
2023 Q2	$416	Buy	4 +1	+33%	+$96	﹤0.01%	493
2023 Q1	$295	Hold	3	–	–	﹤0.01%	661
2022 Q4	$209	Buy	+3	New	+$218	﹤0.01%	651

Other funds holding FND

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return