Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COPPERLEAF CAPITAL LLC | 08-11-2023 | 06-30-2023 | 77 | 106,694,953 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE TOTAL USD | 1 | $12,723,784 | 279,828 | 0.01 | 0.01 | 126,775 | 82.83 | 06-30-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $9,764,912 | 21,909 | 0.01 | 0.01 | -2,153 | -8.95 | 06-30-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 3 | $5,114,570 | 188,382 | 0.00 | 0.00 | 152,472 | 424.59 | 06-30-2023 |
| ISHARES TR | MBS ETF | 4 | $4,589,518 | 49,209 | 0.00 | 0.00 | 9,453 | 23.78 | 06-30-2023 |
