Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DECISIONPOINT FINANCIAL LLC | 08-09-2024 | 06-30-2024 | 250 | 298,234,734 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CLEAN HARBORS INC | COM | 51 | $111,010 | 465 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 52 | $110,002 | 1,417 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 53 | $106,137 | 1,732 | 0.00 | 0.00 | 529 | 43.97 | 06-30-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 54 | $102,264 | 406 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
