Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HEIRLOOM WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 49 | 293,662,983 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 1 | $34,834,099 | 844,463 | 0.01 | 0.01 | 143,560 | 20.48 | 03-31-2024 |
| ISHARES TR | US TREAS BD ETF | 2 | $34,297,996 | 1,506,280 | 0.01 | 0.01 | 186,731 | 14.15 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $22,138,702 | 52,621 | 0.01 | 0.01 | -1,181 | -2.20 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 4 | $19,567,389 | 128,513 | 0.01 | 0.01 | -2,671 | -2.04 | 03-31-2024 |
