Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEACON POINTE ADVISORS LLC | 05-14-2024 | 03-31-2024 | 1355 | 8,992,866,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 1 3 YR TREAS BD | 301 | $4,994,614 | 61,074 | 0.00 | 0.00 | 8,087 | 15.26 | 03-31-2024 |
| GUARANTY BANCSHARES INC TEX | COM | 302 | $4,985,446 | 164,211 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 303 | $4,926,502 | 80,696 | 0.00 | 0.00 | -1,317 | -1.61 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 304 | $4,891,756 | 182,869 | 0.00 | 0.00 | -27,533 | -13.09 | 03-31-2024 |
