Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRAPHAGEN INVESTMENT ADVISORS LLC | 07-23-2024 | 06-30-2024 | 174 | 921,163,344 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity MSCI Real Estate ETF | ETF | 51 | $6,572,879 | 281,133 | 0.00 | 281,133 | +Inf | 06-30-2020 | |
| ARK Innovation ETF | ETF | 52 | $5,374,421 | 75,367 | 0.00 | 75,367 | +Inf | 06-30-2020 | |
| ISHARES TR | NATIONAL MUN ETF | 53 | $4,863,270 | 45,643 | 0.00 | 0.00 | -1,954 | -4.11 | 06-30-2024 |
| ISHARES TR | 3 7 YR TREAS BD | 54 | $4,800,900 | 41,577 | 0.00 | 0.00 | -22,845 | -35.46 | 06-30-2024 |
