Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SELECTIVE WEALTH MANAGEMENT INC | 04-11-2024 | 03-31-2024 | 104 | 230,154,523 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $63,801,674 | 134,987 | 0.03 | 0.03 | 10,766 | 8.67 | 03-31-2024 |
| ISHARES TR | 0-3 MNTH TREASRY | 2 | $16,685,390 | 166,139 | 0.01 | 0.01 | 55,634 | 50.35 | 03-31-2024 |
| WISDOMTREE TR | CLOUD COMPUTNG | 3 | $11,801,156 | 352,800 | 0.01 | 0.01 | 6,889 | 1.99 | 03-31-2024 |
| META PLATFORMS INC | CL A | 4 | $11,030,793 | 21,220 | 0.00 | 0.00 | -2,482 | -10.47 | 03-31-2024 |
