Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSPRING PARTNERS LLC | 08-03-2023 | 06-30-2023 | 74 | 138,145,126 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 1 | $18,078,335 | 184,567 | 0.01 | 0.01 | 12,980 | 7.56 | 06-30-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $13,297,945 | 489,795 | 0.01 | 0.01 | 5,477 | 1.13 | 06-30-2023 |
| ISHARES TR | US CONSM STAPLES | 3 | $11,610,101 | 57,967 | 0.01 | 57,967 | +Inf | 06-30-2023 | |
| ISHARES TR | CORE S&P500 ETF | 4 | $10,407,417 | 23,351 | 0.01 | 0.01 | -1,516 | -6.10 | 06-30-2023 |
