Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| US FINANCIAL ADVISORS LLC | 05-13-2024 | 03-31-2024 | 81 | 288,770,055 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | 1 | $37,701,540 | 130,894 | 0.01 | 0.01 | 37,723 | 40.49 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $29,879,585 | 56,834 | 0.01 | 0.01 | 3,292 | 6.15 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 3 | $15,800,809 | 197,856 | 0.01 | 0.01 | 23,506 | 13.48 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 4 | $13,713,470 | 59,992 | 0.00 | 0.00 | 5,026 | 9.14 | 03-31-2024 |
