Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REVOLVE WEALTH PARTNERS LLC | 04-15-2024 | 03-31-2024 | 186 | 587,205,002 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $94,660,539 | 364,219 | 0.02 | 0.02 | -209 | -0.06 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 2 | $37,320,802 | 502,840 | 0.01 | 0.00 | 157,553 | 45.63 | 03-31-2024 |
| EA SERIES TRUST | INTL QUAN VALUE | 3 | $30,507,953 | 1,130,762 | 0.01 | 0.01 | 46,005 | 4.24 | 03-31-2024 |
| SPDR SER TR | NUVEEN BLOOMBERG | 4 | $23,833,382 | 927,730 | 0.00 | 0.00 | 136,817 | 17.30 | 03-31-2024 |
