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 |
|---|---|---|---|---|---|---|---|---|---|
| EXCHANGE LISTED FDS TR | CABANA TRGT BETA | 51 | $700,044 | 31,778 | 0.00 | 0.00 | -3,744 | -10.54 | 06-30-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 52 | $685,978 | 3,735 | 0.00 | 0.00 | 16 | 0.43 | 06-30-2024 |
| WALMART INC | COM | 53 | $681,266 | 9,746 | 0.00 | 0.00 | -275 | -2.74 | 06-30-2024 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 54 | $678,414 | 4,046 | 0.00 | 0.00 | 43 | 1.07 | 06-30-2024 |
