Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTERCHANGE CAPITAL PARTNERS LLC | 01-09-2024 | 12-31-2023 | 150 | 133,481,020 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI INTL QUALTY | 1 | $10,759,603 | 286,445 | 0.01 | 0.01 | 1,507 | 0.53 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $8,462,650 | 17,663 | 0.01 | 0.01 | 930 | 5.56 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 3 | $6,771,804 | 45,327 | 0.01 | 0.00 | 213 | 0.47 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 4 | $4,316,675 | 61,583 | 0.00 | 0.00 | 2,097 | 3.53 | 12-31-2023 |
