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 LCAP GR ETF | 651 | $91,866 | 911 | 0.00 | 0.00 | -128 | -12.32 | 06-30-2024 |
| ISHARES TR | CORE Sandamp;P500 ETF | 652 | $88,148 | 161 | 0.00 | 0.00 | -45 | -21.84 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 653 | $82,226 | 1,879 | 0.00 | 0.00 | 87 | 4.85 | 06-30-2024 |
| ALPHABET INC | CAP STK CL C | 654 | $80,796 | 440 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
