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 |
|---|---|---|---|---|---|---|---|---|---|
| VALERO ENERGY CORP | COM | 51 | $1,662,164 | 13,028 | 0.00 | 13,028 | +Inf | 12-31-2023 | |
| TESLA INC | COM | 52 | $1,659,197 | 6,670 | 0.00 | 6,670 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 53 | $1,630,706 | 26,983 | 0.00 | 26,983 | +Inf | 12-31-2023 | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 54 | $1,630,555 | 21,592 | 0.00 | 21,592 | +Inf | 12-31-2023 |
