Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STABLEPOINT PARTNERS LLC | 08-02-2024 | 06-30-2024 | 241 | 515,858,424 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALTRIA GROUP INC | COM | 201 | $394,235 | 7,802 | 0.00 | 0.00 | -1,000 | -11.36 | 06-30-2024 |
| ISHARES TR | IBONDS DEC24 ETF | 202 | $387,565 | 15,404 | 0.00 | 0.00 | -12,658 | -45.11 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 203 | $381,909 | 1,416 | 0.00 | 0.00 | 8 | 0.57 | 06-30-2024 |
| ISHARES TR | MSCI EAFE MIN VL | 204 | $372,624 | 5,156 | 0.00 | 0.00 | -192 | -3.59 | 06-30-2024 |
