Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOLINSKY WEALTH MANAGEMENT LLC | 08-14-2024 | 06-30-2024 | 156 | 139,562,011 |
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 | $28,223,223 | 439,272 | 0.02 | 0.02 | 2,498 | 0.57 | 06-30-2024 |
| MICROSOFT CORP | COM | 2 | $8,700,813 | 19,467 | 0.01 | 0.01 | 933 | 5.03 | 06-30-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $6,144,041 | 11,290 | 0.00 | 0.00 | -1,122 | -9.04 | 06-30-2024 |
| APPLE INC | COM | 4 | $5,902,935 | 28,026 | 0.00 | 0.00 | 1,739 | 6.62 | 06-30-2024 |
