Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DHJJ FINANCIAL ADVISORS LTD | 04-11-2024 | 03-31-2024 | 815 | 226,011,627 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 701 | $570 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P600 | 702 | $560 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | 703 | $556 | 16 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DEXCOM INC | COM | 704 | $555 | 4 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
