Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PCA INVESTMENT ADVISORY SERVICES INC | 05-07-2024 | 03-31-2024 | 135 | 177,883,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $22,528,444 | 42,851 | 0.01 | 0.01 | 2,270 | 5.59 | 03-31-2024 |
| ISHARES TR | CORE S&P US VLU | 2 | $13,313,213 | 147,204 | 0.01 | 0.01 | 21,244 | 16.87 | 03-31-2024 |
| ISHARES TR | CORE S&P US GWT | 3 | $11,328,481 | 96,651 | 0.01 | 0.01 | 79 | 0.08 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $8,757,147 | 53,771 | 0.00 | 0.00 | -1,407 | -2.55 | 03-31-2024 |
