Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VAWTER FINANCIAL LTD | 11-15-2023 | 09-30-2023 | 29 | 23,087,700 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 1 | $2,418,792 | 52,939 | 0.01 | 0.01 | -103,822 | -66.23 | 09-30-2023 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 2 | $2,018,432 | 9,424 | 0.01 | 0.01 | -33,488 | -78.04 | 09-30-2023 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 3 | $1,974,949 | 41,291 | 0.01 | 0.01 | -109,989 | -72.71 | 09-30-2023 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 4 | $1,856,022 | 24,691 | 0.01 | 0.01 | -83,140 | -77.10 | 09-30-2023 |
