Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LWMG LLC | 05-02-2024 | 03-31-2024 | 85 | 433,271,568 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 1 | $59,528,245 | 1,025,288 | 0.01 | 0.01 | 14,931 | 1.48 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $55,788,562 | 1,111,990 | 0.01 | 0.01 | 40,812 | 3.81 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 3 | $44,570,289 | 132,236 | 0.01 | 0.01 | -45 | -0.03 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $32,883,532 | 62,548 | 0.01 | 0.01 | -2,367 | -3.65 | 03-31-2024 |
