Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KINGS PATH PARTNERS LLC | 07-30-2024 | 06-30-2024 | 282 | 212,173,245 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $18,143,807 | 67,825 | 0.01 | 67,825 | +Inf | 06-30-2024 | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 2 | $12,938,982 | 120,982 | 0.01 | 120,982 | +Inf | 06-30-2024 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $10,573,092 | 213,944 | 0.00 | 213,944 | +Inf | 06-30-2024 | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 4 | $8,968,542 | 154,019 | 0.00 | 154,019 | +Inf | 06-30-2024 |
