Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PBMARES WEALTH MANAGEMENT LLC 07-22-2024 06-30-2024 183 407,467,903
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
PEPSICO INC COM 51 $1,270,841 7,705 0.00 0.00 58 0.76 06-30-2024
JOHNSON & JOHNSON COM 52 $1,268,161 8,677 0.00 0.00 -861 -9.03 06-30-2024
DIMENSIONAL ETF TRUST SHORT DURATION F 53 $1,265,351 26,922 0.00 0.00 308 1.16 06-30-2024
VANGUARD INDEX FDS VALUE ETF 54 $1,259,846 7,854 0.00 0.00 -2,139 -21.40 06-30-2024
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