Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RWA WEALTH PARTNERS LLC | 02-01-2024 | 12-31-2023 | 813 | 7,011,121,178 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $850,008,665 | 2,734,202 | 0.01 | 0.02 | 15,529 | 0.57 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $693,788,145 | 4,640,724 | 0.01 | 0.01 | 90,317 | 1.98 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $504,552,700 | 10,533,459 | 0.01 | 0.01 | 692,395 | 7.04 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 4 | $503,958,257 | 8,495,588 | 0.01 | 0.01 | 1,214,192 | 16.68 | 12-31-2023 |
