Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REFRAME WEALTH LLC | 03-30-2023 | 12-31-2022 | 61 | 260,156,692 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 Growth ETF | COM | 1 | $61,460,773 | 1,212,962 | 0.02 | 1,212,962 | +Inf | 12-31-2022 | |
| iShares Russell 2001 | COM | 2 | $25,146,506 | 144,222 | 0.01 | 144,222 | +Inf | 12-31-2022 | |
| SPDR DJ Small Cap Growth | COM | 3 | $22,351,298 | 309,403 | 0.01 | 309,403 | +Inf | 12-31-2022 | |
| iShares S&P National Muni Bond | COM | 4 | $20,906,678 | 198,130 | 0.01 | 198,130 | +Inf | 12-31-2022 |
