Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUGARLOAF WEALTH MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 675 | 482,864,920 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 201 | $349,396 | 3,514 | 0.00 | 0.00 | -5,340 | -60.31 | 03-31-2024 |
| HARTFORD FINL SVCS GROUP INC | Stock | 202 | $341,817 | 3,317 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR U.S. EQUITY BUFFER ETF - JULY | ETF | 203 | $336,756 | 8,350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACKROCK U.S. CARBON TRANSITION READINESS ETF | ETF | 204 | $330,509 | 5,757 | 0.00 | 0.00 | 1,049 | 22.28 | 03-31-2024 |
