Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DODDS WEALTH LLC | 02-12-2024 | 12-31-2023 | 55 | 195,106,204 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1 | $35,561,544 | 437,519 | 0.02 | 437,519 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 2 | $30,101,098 | 429,402 | 0.02 | 429,402 | +Inf | 12-31-2023 | |
| ISHARES TR | ISHS 5-10YR INVT | 3 | $29,611,088 | 569,444 | 0.02 | 569,444 | +Inf | 12-31-2023 | |
| SPDR SER TR | PORTFOLIO INTRMD | 4 | $16,694,782 | 508,522 | 0.01 | 508,522 | +Inf | 12-31-2023 |
