Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SPRINKLE FINANCIAL CONSULTANTS LLC | 04-25-2024 | 03-31-2024 | 64 | 117,131,062 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $22,299,385 | 359,320 | 0.02 | 359,320 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 2 | $9,796,019 | 239,509 | 0.01 | 239,509 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE S&P SCP ETF | 3 | $9,654,719 | 87,356 | 0.01 | 87,356 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 4 | $7,487,608 | 293,292 | 0.01 | 293,292 | +Inf | 03-31-2024 |
