Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LINSCOMB WEALTH INC | 05-14-2024 | 03-31-2024 | 285 | 1,943,923,768 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1 | $193,160,814 | 3,850,126 | 0.01 | 0.01 | -84,611 | -2.15 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $180,605,309 | 343,532 | 0.01 | 0.01 | -15,469 | -4.31 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 3 | $98,173,237 | 1,616,286 | 0.01 | 0.00 | 1,277,605 | 377.23 | 03-31-2024 |
| WISDOMTREE TR | US MIDCAP DIVID | 4 | $92,686,347 | 1,900,479 | 0.00 | 0.00 | -94,235 | -4.72 | 03-31-2024 |
