Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT ADVISORY GROUP LLC | 04-29-2024 | 03-31-2024 | 158 | 241,866,003 |
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 | $17,684,536 | 553,507 | 0.01 | 0.01 | 20,237 | 3.79 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2 | $15,501,715 | 128,124 | 0.01 | 0.01 | 4,231 | 3.42 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $14,807,161 | 43,019 | 0.01 | 0.01 | 254 | 0.59 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $11,499,231 | 104,047 | 0.00 | 0.00 | 4,246 | 4.25 | 03-31-2024 |
