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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 201 | $556,165 | 18,821 | 0.00 | 18,821 | +Inf | 03-31-2024 | |
| ISHARES TR | SP SMCP600VL ETF | 202 | $555,539 | 5,406 | 0.00 | 0.00 | 305 | 5.98 | 03-31-2024 |
| CISCO SYS INC | COM | 203 | $549,732 | 11,014 | 0.00 | 0.00 | 1,094 | 11.03 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 204 | $548,287 | 3,003 | 0.00 | 0.00 | -1,308 | -30.34 | 03-31-2024 |
