Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BEDEL FINANCIAL CONSULTING INC | 02-08-2024 | 12-31-2023 | 246 | 545,676,593 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 251 | $237,427 | 9,253 | 0.00 | 0.00 | 9 | 0.10 | 12-31-2023 |
ILLUMINA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
GENUINE PARTS CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ISHARES TR | TIPS BD ETF | 254 | $230,066 | 2,140 | 0.00 | 0.00 | 18 | 0.85 | 12-31-2023 |