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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 151 | $358,515 | 1,153 | 0.00 | 0.00 | -24 | -2.04 | 12-31-2023 |
| TJX COS INC NEW | COM | 152 | $354,978 | 3,784 | 0.00 | 0.00 | -39 | -1.02 | 12-31-2023 |
| ISHARES TR | RUS 1000 GRW ETF | 153 | $350,768 | 1,157 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MCDONALDS CORP | COM | 154 | $348,921 | 1,177 | 0.00 | 0.00 | -7 | -0.59 | 12-31-2023 |
