Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE WEALTH DESIGN LLC | 05-14-2024 | 03-31-2024 | 787 | 401,228,276 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 151 | $149,804 | 2,403 | 0.00 | 0.00 | -956 | -28.46 | 03-31-2024 |
| CROWN CASTLE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 5 | 0.39 | 03-31-2024 |
| ISHARES TR | CORE MSCI EURO | 153 | $145,609 | 2,517 | 0.00 | 2,517 | +Inf | 03-31-2024 | |
| NVIDIA CORPORATION | COM | 154 | $140,068 | 155 | 0.00 | 0.00 | -29 | -15.76 | 03-31-2024 |
