Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY ASSET MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 191 | 160,196,803 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 1 | $17,462,761 | 188,339 | 0.01 | 0.01 | -10,288 | -5.18 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 2 | $9,860,551 | 132,856 | 0.01 | 0.01 | 2,737 | 2.10 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 3 | $8,275,146 | 181,632 | 0.01 | 0.01 | 1,675 | 0.93 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 4 | $8,240,725 | 50,141 | 0.01 | 0.00 | 5,367 | 11.99 | 03-31-2024 |
