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 |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP DEL | COM NEW | 301 | $278,210 | 6,224 | 0.00 | 0.00 | -25,646 | -80.47 | 03-31-2024 |
| ISHARES TR | MSCI EAFE MIN VL | Liquidated | $0 | 0 | 0.00 | 4,239 | +Inf | 03-31-2024 | |
| ISHARES TR | S&P SML 600 GWT | 303 | $270,248 | 2,067 | 0.00 | 0.00 | -2,064 | -49.96 | 03-31-2024 |
| ISHARES TR | CORE MSCI TOTAL | 304 | $263,161 | 3,878 | 0.00 | 0.00 | -117 | -2.93 | 03-31-2024 |
