Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SELECTIVE WEALTH MANAGEMENT INC | 07-10-2024 | 06-30-2024 | 102 | 227,063,175 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $68,229,285 | 133,550 | 0.03 | 0.03 | -1,437 | -1.06 | 06-30-2024 |
| ISHARES TR | 0-3 MNTH TREASRY | 2 | $18,413,466 | 183,383 | 0.01 | 0.01 | 17,244 | 10.38 | 06-30-2024 |
| WISDOMTREE TR | CLOUD COMPUTNG | 3 | $10,527,267 | 340,138 | 0.00 | 0.01 | -12,662 | -3.59 | 06-30-2024 |
| META PLATFORMS INC | CL A | 4 | $10,480,220 | 19,774 | 0.00 | 0.00 | -1,446 | -6.81 | 06-30-2024 |
