Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PACK PRIVATE WEALTH LLC | 08-02-2024 | 06-30-2024 | 43 | 160,929,154 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1 | $31,833,448 | 644,141 | 0.02 | 0.02 | 14,202 | 2.25 | 06-30-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $29,545,495 | 53,991 | 0.02 | 0.02 | 307 | 0.57 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3 | $18,352,944 | 419,400 | 0.01 | 0.01 | 10,861 | 2.66 | 06-30-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $15,741,763 | 268,998 | 0.01 | 0.01 | 5,706 | 2.17 | 06-30-2024 |
