Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE PRIVATE WEALTH ADVISORS | 01-30-2024 | 12-31-2023 | 290 | 790,075,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI TOTAL | 1 | $77,834,922 | 1,198,751 | 0.01 | 0.01 | 166,793 | 16.16 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2 | $47,608,987 | 301,705 | 0.01 | 0.01 | 38,702 | 14.72 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | 3 | $44,349,311 | 421,451 | 0.01 | 0.01 | 33,167 | 8.54 | 12-31-2023 |
| ISHARES TR | FLTG RATE NT ETF | 4 | $41,279,886 | 815,486 | 0.01 | 0.00 | 234,758 | 40.42 | 12-31-2023 |
