Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMALLWOOD WEALTH INVESTMENT MANAGEMENT LLC | 01-23-2024 | 12-31-2023 | 65 | 120,835,434 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P TTL STK | 1 | $36,261,062 | 344,589 | 0.03 | 0.03 | 8,301 | 2.47 | 12-31-2023 |
| APPLE INC | COM | 2 | $8,218,609 | 42,687 | 0.01 | 0.01 | 543 | 1.29 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $6,926,689 | 29,199 | 0.01 | 0.01 | -837 | -2.79 | 12-31-2023 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 4 | $6,012,171 | 41,460 | 0.00 | 0.00 | 937 | 2.31 | 12-31-2023 |
