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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US TIPS ETF | 151 | $1,420,446 | 27,311 | 0.00 | 0.00 | 1,497 | 5.80 | 06-30-2024 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 152 | $1,411,963 | 33,779 | 0.00 | 0.00 | 3,537 | 11.70 | 06-30-2024 |
| ISHARES TR | ESG MSCI LEADR | 153 | $1,392,275 | 14,290 | 0.00 | 0.00 | -1,545 | -9.76 | 06-30-2024 |
