Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WEALTHONE LLC 10-12-2023 09-30-2023 85 247,634,062
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS VALUE ETF 1 $45,093,083 326,927 0.02 0.02 1,730 0.53 09-30-2023
VANGUARD INDEX FDS GROWTH ETF 2 $40,367,358 148,241 0.02 0.02 1,253 0.85 09-30-2023
APPLE INC COM 3 $17,384,409 101,538 0.01 0.01 2,647 2.68 09-30-2023
ISHARES TR RUSEL 2500 ETF 4 $13,626,629 249,984 0.01 0.01 5,976 2.45 09-30-2023
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