Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
COLUMN CAPITAL ADVISORS LLC | 11-03-2023 | 09-30-2023 | 806 | 679,964,107 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SCHWAB INTERNATIONAL EQUITY ETF | ETF | 101 | $413,470 | 12,175 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
STRIVE U.S. ENERGY ETF | ETF | 102 | $403,824 | 13,425 | 0.00 | 0.00 | 3,725 | 38.40 | 09-30-2023 |
VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | 103 | $388,232 | 5,369 | 0.00 | 0.00 | -58 | -1.07 | 09-30-2023 |
TESLA MOTORS INC | Stock | 104 | $382,086 | 1,527 | 0.00 | 0.00 | 134 | 9.62 | 09-30-2023 |