Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEALTHCARE ADVISORY PARTNERS LLC | 04-15-2024 | 03-31-2024 | 798 | 3,049,678,501 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
EAGLE MATLS INC | COM | 1551 | $347,004 | 1,277 | 0.00 | 0.00 | 45 | 3.65 | 03-31-2024 |
SPDR SER TR | S&P 600 SMCP VAL | 1552 | $345,502 | 4,164 | 0.00 | 0.00 | -3,124 | -42.86 | 03-31-2024 |
SPDR SER TR | MSCI USA STRTGIC | 1553 | $344,997 | 2,369 | 0.00 | 0.00 | -3,256 | -57.88 | 03-31-2024 |
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 1554 | $342,864 | 13,477 | 0.00 | 0.00 | 413 | 3.16 | 03-31-2024 |