Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASCADE FINANCIAL PARTNERS LLC | 05-14-2024 | 03-31-2024 | 224 | 694,081,094 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P SMLCP INFO | 101 | $957,238 | 21,711 | 0.00 | 21,711 | +Inf | 03-31-2024 | |
| ISHARES INC | EM MKTS DIV ETF | 102 | $887,918 | 33,557 | 0.00 | 33,557 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | INDIA ERNGS FD | 103 | $871,948 | 19,799 | 0.00 | 19,799 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 104 | $852,815 | 10,994 | 0.00 | 10,994 | +Inf | 03-31-2024 |
