Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ECHO45 ADVISORS LLC | 04-18-2024 | 03-31-2024 | 48 | 138,947,742 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1 | $18,798,758 | 374,701 | 0.01 | 0.01 | 5,293 | 1.43 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 2 | $15,913,305 | 87,106 | 0.01 | 0.01 | -473 | -0.54 | 03-31-2024 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 3 | $15,846,359 | 39,839 | 0.01 | 0.01 | -280 | -0.70 | 03-31-2024 |
| ISHARES TR | 0-5 YR TIPS ETF | 4 | $9,826,190 | 98,825 | 0.01 | 0.01 | 2,515 | 2.61 | 03-31-2024 |
