Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RELAXING RETIREMENT COACH | 10-17-2022 | 09-30-2022 | 53 | 211,650,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 1 | $43,703,000 | 1,125,869 | 20.65 | 20.47 | 129,645 | 13.01 | 09-30-2022 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 2 | $22,681,000 | 1,183,752 | 10.72 | 7.09 | 530,088 | 81.09 | 09-30-2022 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 3 | $19,982,000 | 429,601 | 9.44 | 9.55 | 35,104 | 8.90 | 09-30-2022 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 4 | $14,071,000 | 343,745 | 6.65 | 3.20 | 198,230 | 136.23 | 09-30-2022 |
