Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DODDS WEALTH LLC | 05-24-2024 | 03-31-2024 | 57 | 245,954,253 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1 | $41,872,287 | 520,088 | 0.02 | 0.02 | 82,569 | 18.87 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO INTRMD | 2 | $41,458,269 | 1,268,225 | 0.02 | 0.01 | 759,703 | 149.39 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 3 | $34,489,306 | 453,926 | 0.01 | 0.02 | 24,524 | 5.71 | 03-31-2024 |
| ISHARES TR | ISHS 5-10YR INVT | 4 | $33,961,310 | 658,165 | 0.01 | 0.02 | 88,721 | 15.58 | 03-31-2024 |
