Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STUDIO INVESTMENT MANAGEMENT LLC | 05-15-2024 | 03-31-2024 | 266 | 421,368,080 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Dimensional US Marketwide Value ETF | DFUV | 201 | $50,103 | 1,225 | 0.00 | 1,225 | +Inf | 03-31-2024 | |
| DFA Dimensional US High Profitability ETF | DUHP | 202 | $49,217 | 1,557 | 0.00 | 1,557 | +Inf | 03-31-2024 | |
| Bristol-Myers Squibb Company | BMY | 203 | $48,373 | 892 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| iShares Edge MSCI Min Vol USA | USMV | 204 | $46,554 | 557 | 0.00 | 557 | +Inf | 03-31-2024 |
