Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SELECTIVE WEALTH MANAGEMENT INC | 04-11-2024 | 03-31-2024 | 104 | 230,154,523 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 HI | 51 | $725,787 | 18,379 | 0.00 | 0.00 | 3,283 | 21.75 | 03-31-2024 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 52 | $677,945 | 4,003 | 0.00 | 0.00 | 855 | 27.16 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 53 | $660,424 | 3,719 | 0.00 | 3,719 | +Inf | 03-31-2024 | |
| MV OIL TR | TR UNITS | 54 | $653,343 | 63,186 | 0.00 | 0.00 | -6,469 | -9.29 | 03-31-2024 |
