Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY FIRM INC | 07-24-2024 | 06-30-2024 | 893 | 448,483,232 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 3000 ETF | ETF | 1 | $63,322,289 | 856,336 | 0.01 | 0.02 | 649,319 | 313.65 | 06-30-2024 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 2 | $32,108,171 | 770,140 | 0.01 | 0.01 | 137,386 | 21.71 | 06-30-2024 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 3 | $22,172,455 | 619,036 | 0.00 | 0.01 | 324,738 | 110.34 | 06-30-2024 |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 4 | $14,215,727 | 142,886 | 0.00 | 0.00 | 2,137 | 1.52 | 06-30-2024 |
