Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE WEALTH DESIGN LLC | 05-14-2024 | 03-31-2024 | 787 | 401,228,276 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TEXAS INSTRS INC | COM | 301 | $11,448 | 66 | 0.00 | 0.00 | 9 | 15.79 | 03-31-2024 |
| OCCIDENTAL PETE CORP | COM | 302 | $11,374 | 175 | 0.00 | 0.00 | 148 | 548.15 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | Liquidated | $0 | 0 | 0.00 | 0.00 | -72,114 | -99.63 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
