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 |
|---|---|---|---|---|---|---|---|---|---|
| DUPONT DE NEMOURS INC COM | DD | 301 | $10,232 | 133 | 0.00 | 133 | +Inf | 12-31-2023 | |
| ELI LILLY &CO COM | LLY | 302 | $9,910 | 17 | 0.00 | 17 | +Inf | 12-31-2023 | |
| SCHWAB US BROAD MARKET ETF | SCHB | 303 | $9,464 | 170 | 0.00 | 170 | +Inf | 12-31-2023 | |
| 10X GENOMICS INC CL A COM | TXG | 304 | $9,234 | 165 | 0.00 | 165 | +Inf | 12-31-2023 |
