Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCCLARREN FINANCIAL ADVISORS INC | 05-03-2024 | 03-31-2024 | 261 | 135,075,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| POOL CORP | COM | 201 | $92,000 | 404 | 0.07 | 0.07 | 180 | 80.36 | 03-31-2024 |
| ISHARES TR | CORE HIGH DV ETF | 202 | $89,000 | 221 | 0.07 | 0.10 | -880 | -79.93 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | Liquidated | $0 | 0 | 0.08 | 0.08 | 9 | 0.29 | 03-31-2024 |
| ORACLE CORP | COM | 204 | $88,000 | 377 | 0.07 | 0.01 | 187 | 98.42 | 03-31-2024 |
