Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY WEALTH PARTNERS LLC | 07-10-2024 | 06-30-2024 | 41 | 192,712,072 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LPL FINL HLDGS INC | COM | 1 | $41,137,522 | 147,288 | 0.02 | 0.02 | 348 | 0.24 | 06-30-2024 |
| ISHARES TR | CORE S&P TTL STK | 2 | $25,027,365 | 210,704 | 0.01 | 0.01 | 26,030 | 14.10 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 3 | $10,573,246 | 181,577 | 0.01 | 0.01 | 24,087 | 15.29 | 06-30-2024 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 4 | $8,885,680 | 48,683 | 0.00 | 0.00 | 4,065 | 9.11 | 06-30-2024 |
