Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIBRA WEALTH LLC | 04-30-2024 | 03-31-2024 | 55 | 228,205,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $46,201,785 | 177,768 | 0.02 | 0.02 | 1,589 | 0.90 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 2 | $41,522,849 | 709,186 | 0.02 | 0.02 | 35,250 | 5.23 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $15,918,489 | 317,291 | 0.01 | 0.01 | 13,656 | 4.50 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 4 | $15,836,070 | 290,944 | 0.01 | 0.01 | -2,808 | -0.96 | 03-31-2024 |
