Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREENUP STREET WEALTH MANAGEMENT LLC | 05-06-2024 | 03-31-2024 | 79 | 398,313,558 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Ishares Msci Eafe Etf | Equities | 201 | $863,925 | 10,818 | 0.00 | 0.00 | -10,826 | -50.02 | 03-31-2024 |
| Schwab US Aggregate Bond ETF | Equities | 202 | $828,431 | 18,009 | 0.00 | 18,009 | +Inf | 03-31-2024 | |
| Ishares Tr Fltg Rate Nt Etf | Equities | 203 | $741,544 | 14,523 | 0.00 | 0.00 | -1,858 | -11.34 | 03-31-2024 |
| iShares Russell 1000 Value ETF | Equities | 204 | $707,663 | 3,951 | 0.00 | 3,951 | +Inf | 03-31-2024 |
