Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ECHO45 ADVISORS LLC | 07-26-2024 | 06-30-2024 | 46 | 142,320,963 |
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 | $14,685,651 | 297,160 | 0.01 | 0.01 | -77,541 | -20.69 | 06-30-2024 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 2 | $14,248,838 | 1,014,152 | 0.01 | 0.01 | 440,701 | 76.85 | 06-30-2024 |
| ISHARES TR | 0-5 YR TIPS ETF | 3 | $10,590,357 | 106,446 | 0.01 | 0.01 | 7,621 | 7.71 | 06-30-2024 |
| SPDR SER TR | BLOOMBERG SHT TE | 4 | $10,487,817 | 420,017 | 0.01 | 0.01 | 96,860 | 29.97 | 06-30-2024 |
