Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WRENNE FINANCIAL PLANNING LLC | 08-07-2024 | 06-30-2024 | 41 | 145,016,976 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $32,813,733 | 122,664 | 0.02 | 0.02 | 6,440 | 5.54 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 2 | $20,392,767 | 347,762 | 0.01 | 0.01 | 24,280 | 7.51 | 06-30-2024 |
| SPDR SER TR | S&P 600 SMCP VAL | 3 | $11,792,647 | 150,589 | 0.01 | 0.01 | 8,071 | 5.66 | 06-30-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 4 | $10,150,862 | 140,886 | 0.01 | 0.01 | 16,009 | 12.82 | 06-30-2024 |
