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 CORE MSCI EAFE ETF | ETF | 251 | $223,702 | 3,014 | 0.00 | 0.00 | -4,634 | -60.59 | 03-31-2024 |
| DEVON ENERGY CORP NEW COM | Stock | 252 | $220,923 | 4,403 | 0.00 | 0.00 | -2,453 | -35.78 | 03-31-2024 |
| ISHARES ESG ADVANCED MSCI USA ETF | ETF | 253 | $219,068 | 4,852 | 0.00 | 0.00 | 280 | 6.12 | 03-31-2024 |
| PRIMERICA INC COM | Stock | 254 | $218,052 | 862 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
