Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DYNAMIC WEALTH STRATEGIES LLC 08-15-2024 06-30-2024 244 116,366,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS VALUE ETF 1 $10,942,000 68,214 9.40 9.66 -1,213 -1.75 06-30-2024
ISHARES TR MSCI EAFE ETF 2 $8,563,000 109,315 7.36 7.24 3,255 3.07 06-30-2024
VANGUARD BD INDEX FDS TOTAL BND MRKT 3 $7,989,000 110,879 6.87 6.88 -44 -0.04 06-30-2024
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 4 $7,923,000 124,690 6.81 6.62 -3,609 -2.81 06-30-2024
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