Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANDBOX FINANCIAL PARTNERS LLC | 04-15-2024 | 03-31-2024 | 97 | 238,083,815 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $31,831,800 | 185,630 | 0.01 | 0.02 | -8,721 | -4.49 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $23,778,144 | 69,082 | 0.01 | 0.01 | 3,911 | 6.00 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $15,695,072 | 37,305 | 0.01 | 0.01 | 1,952 | 5.52 | 03-31-2024 |
| AMAZON COM INC | COM | 4 | $13,835,306 | 76,701 | 0.01 | 0.01 | 1,499 | 1.99 | 03-31-2024 |
