Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFE PLANNING PARTNERS INC | 01-19-2024 | 12-31-2023 | 263 | 101,628,406 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | 1 | $14,664,871 | 139,361 | 0.01 | 139,361 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE S&P TTL STK | Liquidated | $0 | 0 | 0.01 | 13.76 | -1,791 | -1.23 | 12-31-2023 |
| ISHARES TR | SHRT NAT MUN ETF | Liquidated | $0 | 0 | 0.01 | 6.88 | 18,830 | 32.22 | 12-31-2023 |
| ISHARES TRUST CORE MSCI EAFE ETF | IEFA | 4 | $7,553,150 | 107,366 | 0.01 | 107,366 | +Inf | 12-31-2023 |
