Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HENRICKSON NAUTA WEALTH ADVISORS INC | 04-15-2024 | 03-31-2024 | 72 | 226,654,095 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $54,411,878 | 1,743,966 | 0.02 | 0.03 | 104,852 | 6.40 | 03-31-2024 |
| UFP INDUSTRIES INC | COM | 2 | $29,006,827 | 252,893 | 0.01 | 0.01 | 111,950 | 79.43 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 3 | $16,827,642 | 192,009 | 0.01 | 0.01 | 4,597 | 2.45 | 03-31-2024 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 4 | $14,636,895 | 232,295 | 0.01 | 0.01 | 43,672 | 23.15 | 03-31-2024 |
