Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEO BROKERAGE LLC | 07-25-2023 | 06-30-2023 | 313 | 876,334,926 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 1 | $133,994,861 | 809,548 | 0.02 | 0.01 | 517,663 | 177.35 | 06-30-2023 |
| AMERICAN CENTY ETF TR | US EQT ETF | 2 | $55,173,718 | 734,670 | 0.01 | 0.00 | 361,073 | 96.65 | 06-30-2023 |
| VANGUARD WORLD FD | ESG US STK ETF | 3 | $52,649,500 | 673,002 | 0.01 | 0.01 | -23,178 | -3.33 | 06-30-2023 |
| APPLE INC | COM | 4 | $48,766,079 | 251,471 | 0.01 | 0.00 | 126,458 | 101.16 | 06-30-2023 |
