Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 01-18-2024 | 12-31-2023 | 753 | 2,577,869,068 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $194,183,092 | 818,578 | 0.01 | 0.01 | 13,902 | 1.73 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $160,302,006 | 335,620 | 0.01 | 0.01 | 27,559 | 8.95 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $160,226,953 | 391,256 | 0.01 | 0.01 | 73,060 | 22.96 | 12-31-2023 |
| ISHARES TR | 0-5 YR TIPS ETF | 4 | $124,130,987 | 1,259,063 | 0.00 | 0.00 | 124,715 | 10.99 | 12-31-2023 |
