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 |
|---|---|---|---|---|---|---|---|---|---|
| Disney Walt Co Com | Equities | 51 | $5,184,286 | 42,369 | 0.00 | 0.00 | 31,085 | 275.48 | 03-31-2024 |
| Microsoft Corp | Equities | 52 | $5,037,844 | 11,974 | 0.00 | 0.00 | 3,397 | 39.61 | 03-31-2024 |
| SCHWAB 1 5 YEAR CORP BOND ETF | Equities | 53 | $4,966,323 | 102,758 | 0.00 | 0.00 | 98,208 | 2158.42 | 03-31-2024 |
| Vanguard Intermediate-Term Bond ETF | Equities | 54 | $4,694,620 | 62,262 | 0.00 | 0.00 | 5,069 | 8.86 | 03-31-2024 |
