Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HTG INVESTMENT ADVISORS INC | 04-29-2024 | 03-31-2024 | 61 | 172,468,605 |
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 | $21,943,484 | 686,807 | 0.01 | 0.01 | 46,470 | 7.26 | 03-31-2024 |
| CBRE GROUP INC | CL A | 2 | $16,091,178 | 165,479 | 0.01 | 0.01 | -14,374 | -7.99 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 3 | $14,960,176 | 588,057 | 0.01 | 0.01 | -46,291 | -7.30 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 4 | $14,073,338 | 157,244 | 0.01 | 0.01 | 19,854 | 14.45 | 03-31-2024 |
