Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LONG RUN WEALTH ADVISORS LLC | 07-19-2024 | 06-30-2024 | 101 | 395,046,698 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 51 | $1,979,160 | 20,389 | 0.00 | 0.00 | 239 | 1.19 | 06-30-2024 |
| ISHARES TR | ESG AW MSCI EAFE | 52 | $1,935,940 | 24,574 | 0.00 | 0.00 | -3,781 | -13.33 | 06-30-2024 |
| SPDR SER TR | S&P DIVID ETF | 53 | $1,896,381 | 14,911 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | ESG AWR US AGRGT | 54 | $1,852,421 | 39,743 | 0.00 | 0.00 | -555 | -1.38 | 06-30-2024 |
