Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOTAL WEALTH PLANNING LLC | 04-18-2024 | 03-31-2024 | 91 | 581,818,732 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1 | $59,866,193 | 774,365 | 0.01 | 0.01 | -17,341 | -2.19 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 2 | $52,686,345 | 1,145,355 | 0.01 | 0.01 | 166,999 | 17.07 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $49,499,318 | 143,810 | 0.01 | 0.01 | -6,305 | -4.20 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $47,854,312 | 293,837 | 0.01 | 0.01 | -4,762 | -1.59 | 03-31-2024 |
