Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DODDS WEALTH LLC | 07-25-2024 | 06-30-2024 | 56 | 256,158,617 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1 | $43,204,800 | 537,440 | 0.02 | 0.02 | 17,352 | 3.34 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO INTRMD | 2 | $42,629,369 | 1,304,848 | 0.02 | 0.02 | 36,623 | 2.89 | 06-30-2024 |
| ISHARES TR | ISHS 5-10YR INVT | 3 | $34,829,976 | 675,654 | 0.01 | 0.01 | 17,489 | 2.66 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 4 | $32,935,006 | 444,887 | 0.01 | 0.01 | -9,039 | -1.99 | 06-30-2024 |
