Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FEE-ONLY FINANCIAL PLANNING LC | 04-25-2024 | 03-31-2024 | 41 | 148,172,704 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $41,384,715 | 120,235 | 0.03 | 0.03 | -2,443 | -1.99 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $29,549,293 | 181,440 | 0.02 | 0.02 | -2,829 | -1.54 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 3 | $13,317,038 | 53,298 | 0.01 | 0.01 | -277 | -0.52 | 03-31-2024 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 4 | $10,711,125 | 55,822 | 0.01 | 0.01 | 775 | 1.41 | 03-31-2024 |
