Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VANCE WEALTH INC | 08-02-2024 | 06-30-2024 | 90 | 243,537,857 |
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 | $53,336,473 | 1,654,357 | 0.02 | 0.02 | -41,979 | -2.47 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 2 | $27,246,566 | 1,071,855 | 0.01 | 0.01 | -22,347 | -2.04 | 06-30-2024 |
| PROCTER AND GAMBLE CO | COM | 3 | $14,376,363 | 87,172 | 0.01 | 0.01 | -127 | -0.15 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 4 | $11,309,452 | 120,557 | 0.00 | 0.00 | 2,584 | 2.19 | 06-30-2024 |
