Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE WEALTH DESIGN LLC | 08-14-2023 | 06-30-2023 | 782 | 273,475,803 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $36,324,579 | 1,337,922 | 0.01 | 0.01 | 102,810 | 8.32 | 06-30-2023 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 2 | $30,808,526 | 525,205 | 0.01 | 0.01 | 48,505 | 10.18 | 06-30-2023 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 3 | $25,152,310 | 245,712 | 0.01 | 0.00 | 231,388 | 1615.39 | 06-30-2023 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 4 | $18,426,327 | 759,222 | 0.01 | 0.01 | 114,044 | 17.68 | 06-30-2023 |
