Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY ALPHA LLC | 01-23-2024 | 12-31-2023 | 345 | 2,182,760,355 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 151 | $1,652,225 | 21,451 | 0.00 | 0.00 | 440 | 2.09 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 152 | $1,645,478 | 9,673 | 0.00 | 0.00 | 2,728 | 39.28 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 153 | $1,640,152 | 67,859 | 0.00 | 0.00 | -3,262 | -4.59 | 12-31-2023 |
| ISHARES TR | TIPS BD ETF | 154 | $1,565,013 | 14,559 | 0.00 | 0.00 | -2,006 | -12.11 | 12-31-2023 |
