Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AVEO CAPITAL PARTNERS LLC 05-06-2024 03-31-2024 362 917,463,758
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR 0-3 MNTH TREASRY 1 $40,949,697 407,987 0.00 0.00 133,363 48.56 03-31-2024
DIMENSIONAL ETF TRUST US CORE EQT MKT 2 $36,100,532 1,013,206 0.00 0.00 3,193 0.32 03-31-2024
ISHARES TR CORE S&P500 ETF 3 $33,563,742 65,319 0.00 0.00 2,598 4.14 03-31-2024
ISHARES TR BROAD USD HIGH 4 $27,203,152 751,157 0.00 0.00 41,479 5.84 03-31-2024
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