Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE WEALTH MANAGEMENT GROUP LLC | 04-30-2024 | 03-31-2024 | 1509 | 220,748,799 |
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 | $28,579,148 | 894,496 | 0.01 | 894,496 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 2 | $18,149,548 | 602,975 | 0.01 | 602,975 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 3 | $16,476,147 | 281,403 | 0.01 | 281,403 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 4 | $14,872,760 | 555,991 | 0.01 | 555,991 | +Inf | 03-31-2024 |
