Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPASSO PLANNING PARTNERS LLC | 01-26-2024 | 12-31-2023 | 100 | 214,276,913 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 101 | $287,304 | 1,686 | 0.00 | 0.00 | -1,257 | -42.71 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 102 | $277,325 | 560 | 0.00 | 560 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 103 | $256,294 | 2,901 | 0.00 | 0.00 | -4,069 | -58.38 | 12-31-2023 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 104 | $254,426 | 4,405 | 0.00 | 4,405 | +Inf | 12-31-2023 |
