Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARLINGTON FINANCIAL ADVISORS LLC | 07-16-2024 | 06-30-2024 | 68 | 456,286,174 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HARBOR ETF TRUST | INTERNATNAL COMP | 1 | $40,282,364 | 1,456,340 | 0.01 | 1,456,340 | +Inf | 06-30-2024 | |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 2 | $31,423,873 | 1,067,387 | 0.01 | 0.00 | 976,300 | 1071.83 | 06-30-2024 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 3 | $29,201,372 | 833,610 | 0.01 | 833,610 | +Inf | 06-30-2024 | |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 4 | $29,008,722 | 487,214 | 0.01 | 0.00 | 474,597 | 3761.57 | 06-30-2024 |
