Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMPLIUS WEALTH ADVISORS LLC | 01-10-2024 | 12-31-2023 | 172 | 827,420,612 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GLOBAL 100 ETF | 1 | $58,313,199 | 724,233 | 0.01 | 0.01 | 141,995 | 24.39 | 12-31-2023 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 2 | $51,158,020 | 669,834 | 0.01 | 0.00 | 442,732 | 194.95 | 12-31-2023 |
| WISDOMTREE TR | US QTLY DIV GRT | 3 | $42,536,468 | 605,300 | 0.01 | 0.01 | -332,398 | -35.45 | 12-31-2023 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | 4 | $39,813,216 | 1,262,454 | 0.00 | 0.01 | -718,645 | -36.28 | 12-31-2023 |
