Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JUNCTURE WEALTH STRATEGIES LLC | 04-05-2024 | 03-31-2024 | 109 | 232,404,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 1 | $59,632,867 | 248,719 | 0.03 | 0.02 | 57,853 | 30.31 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 2 | $16,841,947 | 411,784 | 0.01 | 0.01 | 113,101 | 37.87 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 3 | $15,190,352 | 248,818 | 0.01 | 0.01 | 6,392 | 2.64 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | Liquidated | $0 | 0 | 0.01 | 0.01 | 23,006 | 7.61 | 12-31-2023 |
