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
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