Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL LIFE ADVISORS | 04-18-2024 | 03-31-2024 | 60 | 239,043,213 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 500 GRWT ETF | 1 | $33,435,568 | 395,968 | 0.01 | 0.01 | -47,189 | -10.65 | 03-31-2024 |
| ISHARES TR | S&P 500 VAL ETF | 2 | $28,080,129 | 150,314 | 0.01 | 0.01 | -27,509 | -15.47 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 3 | $23,121,716 | 502,646 | 0.01 | 0.01 | -24,160 | -4.59 | 03-31-2024 |
| ISHARES TR | CORE TOTAL USD | 4 | $17,638,178 | 386,887 | 0.01 | 0.01 | -20,717 | -5.08 | 03-31-2024 |
