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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW COM | WFC | 401 | $1,969 | 40 | 0.00 | 40 | +Inf | 12-31-2023 | |
| ISHARES TR GENOMICS IMMUN | IDNA | 402 | $1,887 | 82 | 0.00 | 82 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR US TIPS ETF | SCHP | 403 | $1,827 | 35 | 0.00 | 35 | +Inf | 12-31-2023 | |
| PROSHARES ULTRASHORT 20 YEAR TREASURY | TBT | 404 | $1,812 | 60 | 0.00 | 60 | +Inf | 12-31-2023 |
