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 TRUST CORE MSCI EAFE ETF | IEFA | 2 | $7,553,150 | 107,366 | 0.01 | 107,366 | +Inf | 12-31-2023 | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | 3 | $7,496,023 | 71,100 | 0.01 | 71,100 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | VTI | 4 | $6,639,681 | 27,990 | 0.01 | 27,990 | +Inf | 12-31-2023 |
