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 QQQ TR | UNIT SER 1 | 51 | $2,477,979 | 5,654 | 0.00 | 5,654 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE US AGGBD ET | 52 | $2,302,992 | 24,000 | 0.00 | 24,000 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 53 | $2,214,962 | 4,717 | 0.00 | 4,717 | +Inf | 03-31-2024 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 54 | $2,210,172 | 15,508 | 0.00 | 15,508 | +Inf | 03-31-2024 |
