Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
INVESTORS RESEARCH CORP | 07-15-2024 | 06-30-2024 | 1054 | 428,018,020 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 501 | $101,072 | 3,135 | 0.00 | 3,135 | +Inf | 06-30-2024 | |
VANGUARD INDEX FDS | SM CP VAL ETF | 502 | $99,656 | 546 | 0.00 | 0.00 | 32 | 6.23 | 06-30-2024 |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 503 | $99,307 | 544 | 0.00 | 544 | +Inf | 06-30-2024 | |
ENBRIDGE INC | COM | 504 | $99,189 | 2,787 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |