Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGEWORTH TRUST CO | 04-16-2024 | 03-31-2024 | 77 | 1,550,309,201 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MAR | ETF | 51 | $4,234,474 | 115,886 | 0.00 | 0.00 | -6,540 | -5.34 | 03-31-2024 |
| TESLA, INC. CMN | COM | 52 | $3,023,764 | 17,201 | 0.00 | 0.00 | 5,340 | 45.02 | 03-31-2024 |
| VANGUARD WORLD FD | ETF | 53 | $2,834,840 | 30,420 | 0.00 | 0.00 | 8 | 0.03 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | ETF | 54 | $2,829,863 | 48,250 | 0.00 | 48,250 | +Inf | 03-31-2024 |
