Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELL DONE LLC | 04-18-2024 | 03-31-2024 | 185 | 508,472,695 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | US SML CAP EQT | Liquidated | $0 | 0 | 0.00 | 3,664 | +Inf | 03-31-2024 | |
| ISHARES TR | AGGRES ALLOC ETF | 402 | $213,669 | 2,909 | 0.00 | 2,909 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 403 | $209,912 | 6,570 | 0.00 | 6,570 | +Inf | 03-31-2024 | |
| COSTCO WHSL CORP NEW | COM | 404 | $209,533 | 286 | 0.00 | 286 | +Inf | 03-31-2024 |
