Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PCG WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 112 | 210,332,623 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 101 | $427,577 | 7,504 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 102 | $414,364 | 862 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HCA HEALTHCARE INC | COM | 103 | $414,244 | 1,242 | 0.00 | 0.00 | 71 | 6.06 | 03-31-2024 |
| ISHARES TR | S&P MC 400GR ETF | 104 | $410,659 | 4,500 | 0.00 | 0.00 | -1,543 | -25.53 | 03-31-2024 |
