Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEWSQUARE CAPITAL LLC | 02-01-2024 | 12-31-2023 | 493 | 1,047,329,519 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 1 | $74,566,848 | 322,753 | 0.01 | 0.01 | 23,520 | 7.86 | 12-31-2023 |
| SCHWAB STRATEGIC TR US LRG CAP ETF | ETF | 2 | $38,695,025 | 703,992 | 0.00 | 0.00 | 45,240 | 6.87 | 12-31-2023 |
| VANGUARD FTSE ALL-WORLD EX-US | ETF | 3 | $34,348,613 | 634,635 | 0.00 | 0.00 | 75,762 | 13.56 | 12-31-2023 |
| SPDR S&P 500 ETF | ETF | 4 | $33,236,052 | 69,925 | 0.00 | 0.00 | -2,552 | -3.52 | 12-31-2023 |
