Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOTAL WEALTH PLANNING LLC | 04-18-2024 | 03-31-2024 | 91 | 581,818,732 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 51 | $1,110,217 | 26,914 | 0.00 | 0.00 | -743 | -2.69 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 52 | $1,044,100 | 1,986 | 0.00 | 0.00 | 162 | 8.88 | 03-31-2024 |
| APPLE INC | COM | 53 | $915,308 | 5,338 | 0.00 | 0.00 | 121 | 2.32 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 54 | $808,569 | 5,126 | 0.00 | 0.00 | -120 | -2.29 | 03-31-2024 |
