Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PURE FINANCIAL ADVISORS LLC | 04-16-2024 | 03-31-2024 | 313 | 3,196,173,517 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HONEYWELL INTL INC | COM | 151 | $1,163,694 | 5,670 | 0.00 | 0.00 | -105 | -1.82 | 03-31-2024 |
| ELEVANCE HEALTH INC | COM | 152 | $1,162,856 | 2,243 | 0.00 | 0.00 | -214 | -8.71 | 03-31-2024 |
| ISHARES TR | RUSSELL 3000 ETF | 153 | $1,149,378 | 3,830 | 0.00 | 0.00 | -731 | -16.03 | 03-31-2024 |
| ISHARES TR | GL CLEAN ENE ETF | 154 | $1,140,072 | 81,550 | 0.00 | 0.00 | 11,730 | 16.80 | 03-31-2024 |
