Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FRIEDENTHAL FINANCIAL | 07-16-2024 | 06-30-2024 | 223 | 160,390,803 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | MSCI EMERG MRKT | 1 | $9,091,470 | 158,914 | 0.01 | 0.01 | 7,378 | 4.87 | 06-30-2024 |
| ISHARES TR | MSCI EAFE MIN VL | 2 | $6,459,240 | 93,133 | 0.00 | 0.00 | 1,605 | 1.75 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 3 | $5,761,237 | 121,417 | 0.00 | 0.00 | 1,199 | 1.00 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 4 | $5,287,827 | 116,012 | 0.00 | 0.00 | 1,256 | 1.09 | 06-30-2024 |
