Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KB FINANCIAL PARTNERS LLC | 11-14-2023 | 09-30-2023 | 581 | 349,613,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Goldman ActiveBeta US Large Cap ETF | COM | 1 | $60,528,000 | 718,609 | 17.31 | 17.47 | -13,312 | -1.82 | 09-30-2023 |
| iShares Core S&P 500 ETF | COM | 2 | $32,893,000 | 76,597 | 9.41 | 9.31 | -459 | -0.60 | 09-30-2023 |
| iShares MBS ETF | COM | 3 | $32,677,000 | 367,979 | 9.35 | 10.15 | 3,325 | 0.91 | 09-30-2023 |
| WisdomTree US Quality Div Gr ETF | COM | 4 | $29,402,000 | 457,422 | 8.41 | 8.43 | -2,849 | -0.62 | 09-30-2023 |
