Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ONE DEGREE ADVISORS INC | 05-03-2024 | 03-31-2024 | 50 | 200,809,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $37,102,000 | 1,161,243 | 18.48 | 17.39 | 12,714 | 1.11 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $30,389,000 | 116,924 | 15.13 | 14.62 | -221 | -0.19 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $13,059,000 | 260,293 | 6.50 | 6.30 | -509 | -0.20 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 4 | $10,928,000 | 408,499 | 5.44 | 5.16 | 5,381 | 1.33 | 03-31-2024 |
