Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SANCTUARY WEALTH MANAGEMENT LLC 02-07-2024 12-31-2023 286 103,225,280
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 1 $20,978,919 124,474 0.02 0.00 124,409 191398.46 12-31-2023
VANGUARD INDEX FDS TOTAL STK MKT 2 $16,061,332 67,706 0.02 0.02 -1,459 -2.11 12-31-2023
ISHARES TR CORE S&P500 ETF 3 $13,245,158 27,731 0.01 27,731 +Inf 12-31-2023
ISHARES TR MORNINGSTAR GRWT 4 $8,456,437 124,689 0.01 0.00 124,672 733364.71 12-31-2023
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