Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MGO PRIVATE WEALTH LLC | 04-18-2024 | 03-31-2024 | 80 | 159,363,518 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $25,417,013 | 52,875 | 0.02 | 0.01 | 5,098 | 10.67 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 2 | $10,621,790 | 181,414 | 0.01 | 0.01 | 48,926 | 36.93 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 3 | $10,595,541 | 108,184 | 0.01 | 0.01 | -1,273 | -1.16 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 4 | $9,562,496 | 131,660 | 0.01 | 0.01 | 7,683 | 6.20 | 03-31-2024 |
