Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIAT WEALTH MANAGEMENT LLC | 05-03-2024 | 12-31-2023 | 13 | 7,903,241 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 1 | $2,225,395 | 4,227 | 0.03 | 4,227 | +Inf | 12-31-2023 | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2 | $981,968 | 5,763 | 0.01 | 5,763 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE S&P500 ETF | 3 | $968,920 | 2,029 | 0.01 | 2,029 | +Inf | 12-31-2023 | |
| EXCHANGE LISTED FDS TR | CABANA TARGET 10 | 4 | $761,905 | 32,728 | 0.01 | 32,728 | +Inf | 12-31-2023 |
