Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
JUNCTURE WEALTH STRATEGIES LLC 01-08-2024 12-31-2023 105 220,280,101
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS LARGE CAP ETF 1 $41,637,418 190,866 0.02 0.01 74,763 64.39 12-31-2023
SCHWAB STRATEGIC TR US BRD MKT ETF 2 $13,495,867 242,426 0.01 0.01 13,185 5.75 12-31-2023
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 3 $11,116,964 298,683 0.01 0.00 20,938 7.54 12-31-2023
SCHWAB STRATEGIC TR INTL EQTY ETF Liquidated $0 0 0.01 0.01 23,006 7.61 12-31-2023
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