Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TILSON FINANCIAL GROUP INC | 04-25-2024 | 03-31-2024 | 69 | 186,151,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $16,773,000 | 48,729 | 9.01 | 7.15 | 12,987 | 36.34 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 2 | $16,048,000 | 257,433 | 8.62 | 8.54 | 34,897 | 15.68 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 3 | $12,522,000 | 417,525 | 6.73 | 5.76 | 86,744 | 26.22 | 03-31-2024 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 4 | $9,084,000 | 189,676 | 4.88 | 5.66 | 4,328 | 2.34 | 03-31-2024 |
