Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KINGSVIEW WEALTH MANAGEMENT LLC | 05-09-2024 | 03-31-2024 | 1053 | 3,986,009,193 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 651 | $1,059,697 | 21,543 | 0.00 | 0.00 | -3,510 | -14.01 | 03-31-2024 |
| ISHARES INC | CORE MSCI EMKT | 652 | $1,055,745 | 20,460 | 0.00 | 0.00 | 895 | 4.57 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ SEMCNDTR | Liquidated | $0 | 0 | 0.00 | 0.00 | -14,552 | -48.32 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 654 | $1,050,663 | 32,885 | 0.00 | 0.00 | 1,764 | 5.67 | 03-31-2024 |
