Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SINGLE POINT PARTNERS LLC | 01-11-2024 | 12-31-2023 | 77 | 401,252,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $99,517,000 | 217,813 | 24.80 | 217,813 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE S&P MCP ETF | 2 | $38,864,000 | 140,227 | 9.69 | 140,227 | +Inf | 12-31-2023 | |
| ISHARES TR | RUS 1000 ETF | 3 | $35,148,000 | 134,019 | 8.76 | 134,019 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE US AGGBD ET | 4 | $26,851,000 | 270,540 | 6.69 | 270,540 | +Inf | 12-31-2023 |
