Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
DOWLING & YAHNKE LLC | 08-10-2022 | 06-30-2022 | 374 | 2,126,267,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GENERAL MTRS CO | COM | 501 | $717,000 | 22,583 | 0.03 | 22,583 | +Inf | 06-30-2022 | |
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 502 | $711,000 | 33,766 | 0.03 | 33,766 | +Inf | 06-30-2022 | |
ISHARES TR | TIPS BD ETF | 503 | $710,000 | 6,236 | 0.03 | 6,236 | +Inf | 06-30-2022 | |
SPDR INDEX SHS FDS | DJ INTL RL ETF | 504 | $701,000 | 24,834 | 0.03 | 24,834 | +Inf | 06-30-2022 |