Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CATALYST FINANCIAL PARTNERS LLC | 02-06-2024 | 12-31-2023 | 215 | 354,150,886 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $55,362,571 | 115,911 | 0.02 | 0.01 | 16,930 | 17.10 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 2 | $29,618,827 | 421,021 | 0.01 | 0.01 | 37,956 | 9.91 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 3 | $17,980,959 | 166,106 | 0.01 | 0.00 | 22,924 | 16.01 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $17,794,970 | 64,207 | 0.01 | 0.00 | 5,518 | 9.40 | 12-31-2023 |
