Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC | 05-10-2024 | 03-31-2024 | 103 | 248,573,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US EQT ETF | 1 | $38,288,906 | 427,809 | 0.02 | 0.01 | 197 | 0.05 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $35,064,518 | 1,097,481 | 0.01 | 0.01 | -13,478 | -1.21 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 3 | $32,209,439 | 343,714 | 0.01 | 0.01 | -7,411 | -2.11 | 03-31-2024 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 4 | $20,482,467 | 321,344 | 0.01 | 0.01 | 10,246 | 3.29 | 03-31-2024 |
