Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE WEALTH DESIGN LLC | 05-14-2024 | 03-31-2024 | 787 | 401,228,276 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THE CIGNA GROUP | COM | 51 | $944,658 | 2,601 | 0.00 | 0.00 | 2,596 | 51920.00 | 03-31-2024 |
| CUMMINS INC | COM | 52 | $942,597 | 3,199 | 0.00 | 0.00 | -119 | -3.59 | 03-31-2024 |
| CACI INTL INC | CL A | 53 | $935,332 | 2,469 | 0.00 | 2,469 | +Inf | 03-31-2024 | |
| ESSENT GROUP LTD | COM | 54 | $929,249 | 15,615 | 0.00 | 15,615 | +Inf | 03-31-2024 |
