Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KATHLEEN S WRIGHT ASSOCIATES INC | 04-17-2024 | 03-31-2024 | 267 | 212,231,762 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LATTICE STRATEGIES TR | HARTFORD MLT ETF | 101 | $232,176 | 8,292 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | NATIONAL MUN ETF | 102 | $216,566 | 2,013 | 0.00 | 0.00 | 546 | 37.22 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 103 | $207,973 | 3,546 | 0.00 | 3,546 | +Inf | 03-31-2024 | |
| CHARLES SCHWAB CORP | COM | 104 | $206,244 | 2,850 | 0.00 | 0.00 | 150 | 5.56 | 03-31-2024 |
