Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRAPHAGEN INVESTMENT ADVISORS LLC | 07-23-2024 | 06-30-2024 | 174 | 921,163,344 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $216,353,101 | 395,360 | 0.02 | 0.02 | 4,314 | 1.10 | 06-30-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 2 | $103,137,347 | 1,143,556 | 0.01 | 0.01 | 11,174 | 0.99 | 06-30-2024 |
| ISHARES TR | 20+ YEAR TR BD | 3 | $54,680,613 | 2,129,307 | 0.01 | 0.01 | 42,745 | 2.05 | 06-30-2024 |
| PACER FDS TR | US CASH COWS 100 | 4 | $52,516,509 | 963,783 | 0.01 | 0.01 | 14,488 | 1.53 | 06-30-2024 |
