Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GOOD LIFE ADVISORS LLC | 01-18-2024 | 12-31-2023 | 436 | 1,011,245,056 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SHORT TREAS BD | 101 | $2,168,941 | 19,694 | 0.00 | 0.00 | -580 | -2.86 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 102 | $2,160,726 | 48,441 | 0.00 | 0.00 | -9,912 | -16.99 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 103 | $2,140,691 | 9,024 | 0.00 | 0.00 | 732 | 8.83 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 104 | $2,101,447 | 5,892 | 0.00 | 0.00 | -137 | -2.27 | 12-31-2023 |
