Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WALDEN WEALTH PARTNERS LLC | 04-10-2024 | 03-31-2024 | 92 | 172,291,426 |
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 | $26,355,502 | 842,837 | 0.02 | 0.01 | 43,441 | 5.43 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $19,634,346 | 46,986 | 0.01 | 0.01 | -203 | -0.43 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 3 | $11,078,280 | 114,021 | 0.01 | 0.01 | 11,780 | 11.52 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 4 | $9,257,563 | 165,758 | 0.01 | 0.01 | 1,829 | 1.12 | 03-31-2024 |
