Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 05-10-2024 | 03-31-2024 | 1087 | 6,364,880,640 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US SML CAP ETF | 101 | $13,872,318 | 281,729 | 0.00 | 0.00 | -2,813 | -0.99 | 03-31-2024 |
| ISHARES TR | 20 YR TR BD ETF | 102 | $13,774,241 | 145,574 | 0.00 | 0.00 | -1,717 | -1.17 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 103 | $13,674,763 | 117,642 | 0.00 | 0.00 | 2,908 | 2.53 | 03-31-2024 |
| WALMART INC | COM | 104 | $13,674,372 | 227,262 | 0.00 | 0.00 | 151,329 | 199.29 | 03-31-2024 |
