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 US AGGREGATE BOND ETF | AGG | 151 | $90,843 | 916 | 0.00 | 916 | +Inf | 12-31-2023 | |
| COCA-COLA CO | KO | 152 | $86,569 | 1,469 | 0.00 | 1,469 | +Inf | 12-31-2023 | |
| STATE STREET CORP | STT | 153 | $79,474 | 1,026 | 0.00 | 1,026 | +Inf | 12-31-2023 | |
| ISHARES TRUST S & P MID CAPITAL | IJJ | 154 | $79,385 | 697 | 0.00 | 697 | +Inf | 12-31-2023 |
