Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MPS LORIA FINANCIAL PLANNERS LLC | 04-17-2024 | 03-31-2024 | 80 | 297,734,905 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | 1 | $111,214,601 | 386,122 | 0.04 | 0.03 | 21,657 | 5.94 | 03-31-2024 |
| APPLE INC | COM | 2 | $51,961,617 | 303,019 | 0.02 | 0.02 | -1,602 | -0.53 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 3 | $31,830,036 | 288,002 | 0.01 | 0.01 | -8,010 | -2.71 | 03-31-2024 |
| ISHARES INC | CORE MSCI EMKT | 4 | $30,961,466 | 600,028 | 0.01 | 0.01 | -20,489 | -3.30 | 03-31-2024 |
