Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRIGHT FINANCIAL ADVISORS INC | 05-09-2024 | 03-31-2024 | 49 | 133,901,962 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 1 | $30,251,366 | 316,967 | 0.02 | 316,967 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE S&P MCP ETF | 2 | $20,026,703 | 150,193 | 0.01 | 150,193 | +Inf | 03-31-2024 | |
| SPDR GOLD TR | GOLD SHS | 3 | $12,870,022 | 59,901 | 0.01 | 59,901 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE S&P500 ETF | 4 | $10,668,542 | 23,217 | 0.01 | 23,217 | +Inf | 03-31-2024 |
