Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DRIVE WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 317 | 356,898,332 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $28,237,124 | 53,710 | 0.01 | 0.01 | 9,674 | 21.97 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 2 | $20,936,520 | 33 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $17,725,595 | 353,311 | 0.00 | 0.00 | 79,626 | 29.09 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 4 | $10,521,871 | 251,900 | 0.00 | 0.00 | 51,216 | 25.52 | 03-31-2024 |
