Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ECON FINANCIAL SERVICES CORP | 02-07-2024 | 12-31-2023 | 68 | 142,090,200 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI EAFE | 1 | $10,030,503 | 142,580 | 0.01 | 0.00 | 101,085 | 243.61 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P500 | 2 | $9,199,184 | 164,565 | 0.01 | 0.00 | 157,163 | 2123.25 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 3 | $7,363,258 | 74,189 | 0.01 | 0.00 | 8,497 | 12.93 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $7,167,376 | 25,861 | 0.01 | 25,861 | +Inf | 12-31-2023 |
