Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY FIRM INC | 02-05-2024 | 12-31-2023 | 189 | 387,657,913 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 3000 ETF | ETF | 1 | $58,975,307 | 215,443 | 0.02 | 0.02 | -3,556 | -1.62 | 12-31-2023 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 2 | $30,048,454 | 627,316 | 0.01 | 0.01 | 3,622 | 0.58 | 12-31-2023 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 3 | $20,723,809 | 281,765 | 0.01 | 0.01 | -18,285 | -6.09 | 12-31-2023 |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 4 | $13,504,893 | 136,980 | 0.00 | 0.00 | 2,142 | 1.59 | 12-31-2023 |
