Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL LIFE ADVISORS | 04-18-2024 | 03-31-2024 | 60 | 239,043,213 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO LN TSR | 51 | $496,270 | 17,762 | 0.00 | 0.00 | -187,479 | -91.35 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 52 | $481,688 | 6,490 | 0.00 | 0.00 | -6,597 | -50.41 | 03-31-2024 |
| ISHARES TR | SHRT NAT MUN ETF | 53 | $479,559 | 4,579 | 0.00 | 0.00 | -14,748 | -76.31 | 03-31-2024 |
| ISHARES TR | MSCI USA MMENTM | 54 | $477,930 | 2,551 | 0.00 | 0.00 | -2,588 | -50.36 | 03-31-2024 |
