Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWERPOINT WEALTH LLC | 01-23-2024 | 12-31-2023 | 79 | 183,456,555 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $22,384,477 | 72,004 | 0.01 | 0.01 | -844 | -1.16 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $20,985,007 | 140,368 | 0.01 | 0.01 | 12,093 | 9.43 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 3 | $18,266,679 | 224,738 | 0.01 | 0.01 | 12,535 | 5.91 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4 | $11,460,753 | 239,264 | 0.01 | 0.01 | 13,827 | 6.13 | 12-31-2023 |
