Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EQUITA FINANCIAL NETWORK INC | 05-02-2024 | 03-31-2024 | 75 | 222,665,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $25,048,000 | 96,375 | 11.25 | 7.01 | 40,944 | 73.86 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $20,741,000 | 413,418 | 9.31 | 9.56 | 38,857 | 10.37 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 3 | $17,580,000 | 584,068 | 7.90 | 4.29 | 307,486 | 111.17 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 4 | $9,770,000 | 121,355 | 4.39 | 3.19 | 47,808 | 65.00 | 03-31-2024 |
