Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AIRE ADVISORS LLC | 05-13-2024 | 03-31-2024 | 157 | 443,718,568 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $31,804,416 | 185,437 | 0.01 | 0.01 | 74,413 | 67.02 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $27,548,721 | 79,898 | 0.01 | 0.01 | -1,359 | -1.67 | 03-31-2024 |
| COMCAST CORP NEW | CL A | 3 | $21,451,183 | 494,836 | 0.00 | 0.01 | 14,237 | 2.96 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 4 | $21,003,802 | 88,931 | 0.00 | 0.00 | -11 | -0.01 | 03-31-2024 |
