Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RED TORTOISE LLC | 04-19-2024 | 03-31-2024 | 607 | 179,073,104 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | 1 | $19,815,491 | 507,829 | 0.01 | 0.01 | 1,838 | 0.36 | 03-31-2024 |
| SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF | ETF | 2 | $13,820,233 | 388,100 | 0.01 | 0.01 | -59 | -0.02 | 03-31-2024 |
| ISHARES CORE S&P 500 ETF | ETF | 3 | $10,995,938 | 20,916 | 0.01 | 0.01 | -298 | -1.40 | 03-31-2024 |
| VANGUARD LONG-TERM TREASURY ETF | ETF | 4 | $9,567,043 | 161,496 | 0.01 | 0.01 | 16,076 | 11.05 | 03-31-2024 |
