Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEEL PEAK WEALTH MANAGEMENT LLC | 01-18-2023 | 12-31-2022 | 409 | 1,363,020,273 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $107,414,666 | 826,712 | 0.01 | 8.20 | 29,286 | 3.67 | 12-31-2022 |
| VANGUARD WORLD FDS | INF TECH ETF | 2 | $57,615,815 | 180,382 | 0.00 | 0.04 | 178,538 | 9682.10 | 12-31-2022 |
| ISHARES TR | CORE S&P500 ETF | 3 | $52,760,240 | 137,321 | 0.00 | 3.99 | -12,198 | -8.16 | 12-31-2022 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $48,139,864 | 251,791 | 0.00 | 0.08 | 246,095 | 4320.49 | 12-31-2022 |
