Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VCI WEALTH MANAGEMENT LLC | 02-02-2024 | 12-31-2023 | 107 | 164,336,854 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 1 | $14,900,056 | 403,140 | 0.01 | 403,140 | +Inf | 12-31-2023 | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 2 | $8,879,546 | 216,047 | 0.01 | 216,047 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 3 | $8,441,083 | 178,685 | 0.01 | 178,685 | +Inf | 12-31-2023 | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 4 | $6,626,877 | 131,931 | 0.00 | 131,931 | +Inf | 12-31-2023 |
