Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LINSCOMB WEALTH INC | 08-07-2024 | 06-30-2024 | 284 | 1,932,581,645 |
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 | $192,263,170 | 3,890,392 | 0.01 | 0.01 | 40,266 | 1.05 | 06-30-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $184,343,984 | 336,867 | 0.01 | 0.01 | -6,665 | -1.94 | 06-30-2024 |
| ISHARES TR | CORE S&P MCP ETF | 3 | $93,401,019 | 1,596,053 | 0.00 | 0.01 | -20,233 | -1.25 | 06-30-2024 |
| WISDOMTREE TR | US MIDCAP DIVID | 4 | $87,693,553 | 1,874,996 | 0.00 | 0.00 | -25,483 | -1.34 | 06-30-2024 |
