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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 451 | $92,548 | 1,881 | 0.00 | 0.00 | 782 | 71.16 | 03-31-2024 |
| CANADIAN NATIONAL RAILWAY CO | Stock | 452 | $91,143 | 692 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DRAFTKINGS INC NEW COM CL A | Stock | 453 | $90,820 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PIONEER NATURAL RESOURCES CO | Stock | 454 | $90,188 | 344 | 0.00 | 0.00 | -567 | -62.24 | 03-31-2024 |
