Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT ADVISORY GROUP LLC | 01-30-2024 | 12-31-2023 | 147 | 217,591,594 |
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 | $15,587,476 | 533,270 | 0.01 | 0.01 | 12,101 | 2.32 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2 | $13,830,134 | 123,893 | 0.01 | 0.01 | 1,368 | 1.12 | 12-31-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $13,294,936 | 42,765 | 0.01 | 0.01 | 2,335 | 5.78 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $10,803,452 | 99,801 | 0.00 | 0.00 | 2,323 | 2.38 | 12-31-2023 |
