Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT LLC | 08-08-2024 | 06-30-2024 | 432 | 804,246,911 |
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 | $43,395,507 | 1,212,165 | 0.01 | 1,212,165 | +Inf | 06-30-2024 | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $35,093,999 | 1,130,242 | 0.00 | 1,130,242 | +Inf | 06-30-2024 | |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $28,303,324 | 54,705 | 0.00 | 54,705 | +Inf | 06-30-2024 | |
| SPDR SER TR | PRTFLO S&P500 VL | 4 | $18,860,155 | 386,320 | 0.00 | 386,320 | +Inf | 06-30-2024 |
