Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| O'BRIEN WEALTH PARTNERS LLC | 04-17-2024 | 03-31-2024 | 66 | 432,367,030 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P TTL STK | 1 | $108,718,117 | 942,915 | 0.03 | 0.03 | -29,954 | -3.08 | 03-31-2024 |
| DBX ETF TR | XTRACK MSCI EAFE | 2 | $48,020,145 | 1,173,226 | 0.01 | 0.01 | -15,578 | -1.31 | 03-31-2024 |
| PACER FDS TR | US CASH COWS 100 | 3 | $43,660,392 | 751,340 | 0.01 | 0.01 | 2,199 | 0.29 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $43,278,483 | 166,520 | 0.01 | 0.01 | -5,256 | -3.06 | 03-31-2024 |
