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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 101 | $2,948,818 | 60,588 | 0.00 | 0.00 | 4,864 | 8.73 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 102 | $2,721,504 | 56,639 | 0.00 | 0.00 | -84,804 | -59.96 | 06-30-2024 |
| ISHARES TR | CORE INTL AGGR | 103 | $2,196,830 | 44,007 | 0.00 | 0.00 | 1,281 | 3.00 | 06-30-2024 |
| ISHARES TR | MSCI USA MIN VOL | 104 | $2,045,266 | 24,360 | 0.00 | 0.00 | -2,180 | -8.21 | 06-30-2024 |
