Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOLINSKY WEALTH MANAGEMENT LLC | 08-14-2023 | 06-30-2023 | 137 | 105,410,360 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $23,143,716 | 446,876 | 0.02 | 23.39 | -8,733 | -1.92 | 06-30-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $6,179,496 | 14,105 | 0.01 | 6.42 | -668 | -4.52 | 06-30-2023 |
| APPLE INC | COM | 3 | $5,955,274 | 31,411 | 0.01 | 5.42 | 439 | 1.42 | 06-30-2023 |
| MICROSOFT CORP | COM | 4 | $5,850,829 | 17,463 | 0.01 | 4.97 | 1,233 | 7.60 | 06-30-2023 |
