Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONSILIO WEALTH ADVISORS LLC | 07-12-2024 | 06-30-2024 | 64 | 222,951,688 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 51 | $1,411,473 | 7,746 | 0.00 | 0.00 | 556 | 7.73 | 06-30-2024 |
| ISHARES TR | NATIONAL MUN ETF | 52 | $1,351,223 | 12,682 | 0.00 | 0.00 | -138 | -1.08 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 53 | $1,287,456 | 11,431 | 0.00 | 0.00 | 4 | 0.04 | 06-30-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 54 | $1,240,413 | 2,279 | 0.00 | 0.00 | -7 | -0.31 | 06-30-2024 |
