Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MPS LORIA FINANCIAL PLANNERS LLC | 07-10-2024 | 06-30-2024 | 80 | 310,284,554 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | 1 | $112,985,644 | 379,733 | 0.04 | 0.04 | -6,389 | -1.65 | 06-30-2024 |
| APPLE INC | COM | 2 | $63,890,620 | 303,345 | 0.02 | 0.02 | 326 | 0.11 | 06-30-2024 |
| ISHARES TR | CORE S&P SCP ETF | Liquidated | $0 | 0 | 0.01 | 0.01 | -8,010 | -2.71 | 06-30-2024 |
| ISHARES INC | CORE MSCI EMKT | 4 | $31,559,178 | 589,561 | 0.01 | 0.01 | -10,467 | -1.74 | 06-30-2024 |
