Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLACKSTON FINANCIAL ADVISORY GROUP LLC | 01-17-2024 | 12-31-2023 | 96 | 158,509,313 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MEGA GRWTH IND ETF | MEGA GRWTH IND ETF | 1 | $16,665,143 | 64,218 | 0.01 | 10.47 | 2,463 | 3.99 | 12-31-2023 |
| VANGUARD TOTAL STK MKT ETF | TOTAL STK MKT ETF | 2 | $13,264,111 | 55,915 | 0.01 | 8.38 | 3,101 | 5.87 | 12-31-2023 |
| VANGUARD SP 500 ETF SHS | SP 500 ETF SHS | 3 | $12,652,990 | 28,967 | 0.01 | 7.64 | 2,922 | 11.22 | 12-31-2023 |
| VANGUARD DIV APP ETF | DIV APP ETF | 4 | $12,357,336 | 72,520 | 0.01 | 7.95 | 4,624 | 6.81 | 12-31-2023 |
