Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC CAPITAL ADVISERS INC | 01-18-2022 | 12-31-2021 | 59 | 139,620,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 1 | $8,212,000 | 72,667 | 5.88 | 5.96 | -1,046 | -1.42 | 12-31-2021 |
| VANECK ETF TRUST | AGRIBUSINESS ETF | 2 | $7,313,000 | 76,643 | 5.24 | 5.46 | -201 | -0.26 | 12-31-2021 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $5,068,000 | 20,989 | 3.63 | 3.94 | -1,799 | -7.89 | 12-31-2021 |
| ISHARES GOLD TR | ISHARES NEW | 4 | $5,025,000 | 144,352 | 3.60 | 3.76 | 0 | 0.00 | 12-31-2021 |
