Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC | 07-12-2024 | 06-30-2024 | 53 | 102,455,489 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 51 | $462,022 | 9,330 | 0.00 | 9,330 | +Inf | 06-30-2024 | |
| MICRON TECHNOLOGY INC | COM | 52 | $448,386 | 3,409 | 0.00 | 0.00 | 180 | 5.57 | 06-30-2024 |
| ISHARES TR | CORE MSCI EAFE | Liquidated | $0 | 0 | 0.00 | 0.00 | -793 | -10.34 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 202 | 2.24 | 06-30-2024 |
