Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARISTA WEALTH MANAGEMENT LLC | 03-31-2024 | 03-31-2024 | 35 | 130,934,044 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 1 | $22,960,052 | 628,354 | 0.02 | 0.02 | -1,040,779 | -62.35 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 2 | $14,659,626 | 487,031 | 0.01 | 0.01 | -571,423 | -53.99 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 3 | $14,303,563 | 177,662 | 0.01 | 0.01 | -230,882 | -56.51 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 4 | $13,467,816 | 44,199 | 0.01 | 0.01 | -8,678 | -16.41 | 03-31-2024 |
