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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 51 | $4,247,424 | 130,129 | 0.00 | 0.00 | 10,378 | 8.67 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 52 | $4,195,566 | 55,111 | 0.00 | 0.00 | -71,953 | -56.63 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 53 | $3,527,884 | 35,545 | 0.00 | 0.00 | 22,522 | 172.94 | 12-31-2023 |
| KEYSIGHT TECHNOLOGIES INC | COM | 54 | $3,420,753 | 21,502 | 0.00 | 0.00 | -35,047 | -61.98 | 12-31-2023 |
