Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LWMG LLC | 07-11-2024 | 06-30-2024 | 110 | 474,029,054 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 1 | $62,985,473 | 1,093,308 | 0.01 | 0.01 | 68,020 | 6.63 | 06-30-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $59,115,967 | 1,196,196 | 0.01 | 0.01 | 84,206 | 7.57 | 06-30-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 3 | $51,393,530 | 140,994 | 0.01 | 0.01 | 8,758 | 6.62 | 06-30-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $37,164,080 | 67,913 | 0.01 | 0.01 | 5,365 | 8.58 | 06-30-2024 |
