Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LONG RUN WEALTH ADVISORS LLC | 01-10-2024 | 12-31-2023 | 93 | 346,286,483 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | USD INV GRDE ETF | 1 | $39,848,007 | 777,370 | 0.01 | 0.01 | 13,074 | 1.71 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 2 | $31,012,420 | 695,268 | 0.01 | 0.01 | 12,792 | 1.87 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 3 | $20,208,677 | 287,259 | 0.01 | 0.01 | 12,150 | 4.42 | 12-31-2023 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 4 | $17,139,071 | 89,043 | 0.00 | 0.00 | 3,043 | 3.54 | 12-31-2023 |
