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 AGGRESSIVE ALLOCATION ETF | AOA | 251 | $23,477 | 340 | 0.00 | 340 | +Inf | 12-31-2023 | |
| ALPHABET INC CAP STK CL C | GOOG | 252 | $23,113 | 164 | 0.00 | 164 | +Inf | 12-31-2023 | |
| ISHARES TR MSCI ACWI ETF | ACWI | 253 | $22,670 | 223 | 0.00 | 223 | +Inf | 12-31-2023 | |
| PROG HOLDINGS INC COM NPV | PRG | 254 | $21,370 | 692 | 0.00 | 692 | +Inf | 12-31-2023 |
