Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMARTLEAF ASSET MANAGEMENT LLC | 02-12-2024 | 12-31-2023 | 1255 | 373,752,272 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 1 | $22,605,516 | 202,390 | 0.01 | 202,390 | +Inf | 12-31-2023 | |
| APPLE INC | COM | 2 | $10,483,199 | 56,682 | 0.00 | 56,682 | +Inf | 12-31-2023 | |
| MICROSOFT CORP | COM | 3 | $9,079,216 | 24,448 | 0.00 | 24,448 | +Inf | 12-31-2023 | |
| WISDOMTREE TR | YIELD ENHANCD US | 4 | $6,568,242 | 149,093 | 0.00 | 149,093 | +Inf | 12-31-2023 |
