Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HEMINGTON WEALTH MANAGEMENT | 03-31-2024 | 03-31-2024 | 113 | 275,987,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $46,469,000 | 178,793 | 16.84 | 16.62 | -2,723 | -1.50 | 03-31-2024 |
| APPLE INC | COM | 2 | $25,701,000 | 149,874 | 9.31 | 10.97 | 2,175 | 1.47 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 3 | $19,469,000 | 322,857 | 7.05 | 7.72 | -22,262 | -6.45 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 4 | $18,501,000 | 441,011 | 6.70 | 6.45 | 46,808 | 11.87 | 03-31-2024 |
