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  Name: ENZI WEALTH
  City: AUSTIN
  State: TX
  Zip: 78759
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $212,990,000
  Total Value Change : $4,872,000
  Securities Held Change : 1
   
All Securities Held : 59
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 16
  Unchanged Positions : 17
  Decreased Positions : 23

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Holdings Found : 14     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IQLT)1 Year Chart         IQLT Ishares Edge Msci Intl Qual... 3 - $0.00 $17,627,000 461,193 8.28% 513,000 261 0.048    N/A
   (DBEF)1 Year Chart         DBEF Xtrackers MSCI EAFE Hedged ... 8 - $41.97 $8,956,000 223,233 4.2% 650,000 5,044 0.197    N/A
   (EQWM)1 Year Chart         EQWM Invesco Russell Midcap Equa... 9 - $106.12 $8,927,000 85,456 4.19% 1,053,000 3,606 0.095    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 13 - $0.00 $4,196,000 166,783 1.97% 263,000 5,013 0.161    N/A
   (AVES)1 Year Chart         AVES Avantis Emerging Markets Va... 14 - $0.00 $3,490,000 74,629 1.64% 1,166,000 23,102 0.491    N/A
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 16 - $93.05 $3,399,000 38,553 1.6% 1,119,000 12,199 0.043    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 17 - $59.68 $2,140,000 37,370 1% 61,000 29,835 0.016    Closed - End Fund - E...
   (COST)1 Year Chart         COST Costco Wholesale Corp 24 - $809.89 $731,000 1,017 0.34% 9,000 7 0    Discount, Variety Stores
   (MSFT)1 Year Chart         MSFT Microsoft Corp 25 - $415.13 $687,000 1,661 0.32% 96,000 206 0    Application Software
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 36 - $86.60 $407,000 4,947 0.19% 14,000 68 0.001    Closed - End Fund - E...
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 38 - $184.12 $376,000 2,119 0.18% 9,000 12 0.002    Closed - End Fund - E...
   (SLB)1 Year Chart         SLB Schlumberger Ltd 48 - $45.89 $279,000 5,392 0.13% 23,000 5 0    Oil & Gas Equipment &...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 49 - $244.60 $255,000 1,075 0.12% 49,000 182 0.001    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 52 - $177.81 $244,000 1,512 0.11% -33,000 8 0    Auto Manufacturers
      14 Records Found
  1    
Page 1 of 1
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