Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY FINANCIAL GROUP INC | 02-13-2024 | 12-31-2023 | 69 | 229,245,200 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $21,883,185 | 70,391 | 0.01 | 0.01 | 4,133 | 6.24 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $17,811,418 | 609,354 | 0.01 | 0.01 | 4,678 | 0.77 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 3 | $16,262,460 | 436,928 | 0.01 | 0.01 | 10,798 | 2.53 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 4 | $16,165,075 | 564,423 | 0.01 | 0.01 | 6,822 | 1.22 | 12-31-2023 |
