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 500 ETF | IVV | 51 | $700,357 | 1,467 | 0.00 | 1,467 | +Inf | 12-31-2023 | |
| VANECK ETF TR VANECK GOLD MINERS ETF | GDX | 52 | $696,415 | 22,458 | 0.00 | 22,458 | +Inf | 12-31-2023 | |
| ISHARES TR 20 YR TR BD ETF | TLT | 53 | $693,644 | 7,015 | 0.00 | 7,015 | +Inf | 12-31-2023 | |
| TESLA INC COM | TSLA | 54 | $692,514 | 2,787 | 0.00 | 2,787 | +Inf | 12-31-2023 |
