Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROCKWOOD WEALTH MANAGEMENT LLC | 07-26-2024 | 06-30-2024 | 87 | 821,271,947 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLI S&P1500 | 101 | $382,376 | 5,763 | 0.00 | 0.00 | -301 | -4.96 | 06-30-2024 |
| ISHARES TR | RUS 1000 VAL ETF | 102 | $359,409 | 2,060 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | CORE 1 5 YR USD | Liquidated | $0 | 0 | 0.00 | 7,343 | +Inf | 06-30-2024 | |
| ISHARES TR | RUSSELL 2000 ETF | 104 | $341,464 | 1,683 | 0.00 | 0.00 | 143 | 9.29 | 06-30-2024 |
