TWD
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True Wealth Design’s Dorian LPG LPG Stock Holding History

True Wealth Design’s Portfolio LPG Stock Details LPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.2K Hold
533
– – 0.01% 757
2025
Q4 		$13K Sell
533
-57
-10% -$1.49K ﹤0.01% 761
2025
Q3 		$17.6K Buy
590
+80
+16% +$2.4K 0.01% 654
2025
Q2 		$12.4K Buy
+510
New +$11.3K ﹤0.01% 501
2025
Q1 		– Sell
-11
Closed -$269 – 2672
2024
Q4 		$269 Sell
11
-70
-86% -$1.96K ﹤0.01% 1183
2024
Q3 		$2.79K Buy
+81
New +$3.07K ﹤0.01% 698

Other funds holding LPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return