Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINDEC WEALTH SERVICES INC | 05-13-2024 | 03-31-2024 | 43 | 159,099,162 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 1 | $15,048,780 | 670,026 | 0.01 | 0.01 | -21,412 | -3.10 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 2 | $12,174,807 | 333,191 | 0.01 | 0.01 | -4,962 | -1.47 | 03-31-2024 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 3 | $9,723,947 | 299,198 | 0.01 | 0.01 | 1,768 | 0.59 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 4 | $9,407,435 | 313,686 | 0.01 | 0.01 | -7,285 | -2.27 | 03-31-2024 |
