Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CURI WEALTH MANAGEMENT LLC 02-08-2024 12-31-2023 160 723,871,300
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US LRG CAP ETF 1 $70,500,580 1,250,010 0.01 0.01 292,670 30.57 12-31-2023
ISHARES TR CORE S&P500 ETF 2 $64,496,265 135,034 0.01 0.01 3,673 2.80 12-31-2023
ISHARES TR 1 3 YR TREAS BD 3 $47,919,378 584,098 0.01 0.01 14,816 2.60 12-31-2023
SCHWAB STRATEGIC TR US MID-CAP ETF 4 $24,851,161 329,941 0.00 0.00 21,946 7.13 12-31-2023
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