Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MADRONA FINANCIAL SERVICES LLC | 04-19-2024 | 03-31-2024 | 99 | 287,177,339 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 101 | $304,401 | 8,331 | 0.00 | 0.00 | -62 | -0.74 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 102 | $302,918 | 4,987 | 0.00 | 0.00 | -4,246 | -45.99 | 03-31-2024 |
| ISHARES TR | HIGH YLD SYSTM B | 103 | $288,029 | 6,165 | 0.00 | 6,165 | +Inf | 03-31-2024 | |
| MCDONALDS CORP | COM | 104 | $287,307 | 1,019 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
