Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC | 04-30-2024 | 03-31-2024 | 71 | 244,440,542 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 1 | $23,994,127 | 373,391 | 0.01 | 0.01 | 35,783 | 10.60 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $23,779,514 | 91,495 | 0.01 | 0.01 | 10,646 | 13.17 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $18,811,952 | 44,714 | 0.01 | 0.01 | -1,000 | -2.19 | 03-31-2024 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 4 | $13,664,880 | 207,484 | 0.01 | 0.01 | 23,234 | 12.61 | 03-31-2024 |
