Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PURE FINANCIAL ADVISORS LLC | 04-16-2024 | 03-31-2024 | 313 | 3,196,173,517 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
LEIDOS HOLDINGS INC | COM | 101 | $3,000,126 | 22,886 | 0.00 | 0.00 | -825 | -3.48 | 03-31-2024 |
PROCTER AND GAMBLE CO | COM | 102 | $2,989,043 | 18,422 | 0.00 | 0.00 | 7,996 | 76.69 | 03-31-2024 |
ISHARES TR | CORE S&P SCP ETF | 103 | $2,983,322 | 26,994 | 0.00 | 0.00 | -261 | -0.96 | 03-31-2024 |
SEMPRA | COM | 104 | $2,753,071 | 38,328 | 0.00 | 0.00 | 1,120 | 3.01 | 03-31-2024 |