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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 151 | $221,888 | 4,703 | 0.00 | 0.00 | -532 | -10.16 | 06-30-2024 |
| CSX CORP | COM | 152 | $221,163 | 6,809 | 0.00 | 0.00 | -901 | -11.69 | 06-30-2024 |
| BLACKSTONE INC | COM | 153 | $219,517 | 1,810 | 0.00 | 0.00 | -804 | -30.76 | 06-30-2024 |
| WASTE MGMT INC DEL | COM | 154 | $216,111 | 1,029 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
