Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
OBJECTIVITY SQUARED LLC 07-18-2024 06-30-2024 48 130,820,477
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
AMERICAN CENTY ETF TR US SML CP VALU 1 $17,762,640 181,104 0.01 0.01 9,304 5.42 06-30-2024
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 2 $15,653,534 467,479 0.01 0.01 -5,086 -1.08 06-30-2024
ISHARES TR CORE DIV GRWTH 3 $10,649,672 177,199 0.01 0.01 11,125 6.70 06-30-2024
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 4 $10,266,061 199,690 0.01 0.01 10,609 5.61 06-30-2024
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