Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 02-13-2024 | 12-31-2023 | 58 | 54,815,650 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1 | $6,660,687 | 139,054 | 0.01 | 139,054 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 2 | $5,988,368 | 106,177 | 0.01 | 106,177 | +Inf | 12-31-2023 | |
| ISHARES TR | RUS 1000 ETF | 3 | $5,529,490 | 21,084 | 0.01 | 21,084 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE S&P TTL STK | 4 | $3,567,508 | 33,902 | 0.01 | 33,902 | +Inf | 12-31-2023 |
