Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TCWP LLC | 02-14-2024 | 12-31-2023 | 54 | 35,389,258 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CSX CORP | COM | 401 | $210,655 | 6,076 | 0.00 | 6,076 | +Inf | 12-31-2023 | |
| ISHARES TR | MSCI INTL VLU FT | 402 | $207,520 | 7,828 | 0.00 | 0.00 | -2,399 | -23.46 | 12-31-2023 |
| CISCO SYS INC | COM | 403 | $203,949 | 4,037 | 0.00 | 0.00 | -41,827 | -91.20 | 12-31-2023 |
| ISHARES TR | TRS FLT RT BD | 404 | $203,377 | 4,030 | 0.00 | 0.00 | -63 | -1.54 | 12-31-2023 |
