Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | ALM First Financial Advisors, LLC | $68.6M |
| 2 | Fermata Advisors, LLC | $4.5M |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | +$957.0K | |
| 2 | +$103.2K |
| # | ||
|---|---|---|
| 1 | ALM First Financial Advisors, LLC | $68.6M |
| 2 | Fermata Advisors, LLC | $4.5M |
| # | ||
|---|---|---|
| 1 | +$957.0K | |
| 2 | +$103.2K |