Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WHITE WING WEALTH MANAGEMENT | 01-25-2024 | 12-31-2023 | 24 | 108,718,509 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $23,140,551 | 97,867 | 0.02 | 97,867 | +Inf | 12-31-2023 | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 2 | $16,790,284 | 334,069 | 0.02 | 334,069 | +Inf | 12-31-2023 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $12,945,054 | 271,841 | 0.01 | 271,841 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | SMALL CP ETF | 4 | $10,535,408 | 50,135 | 0.01 | 50,135 | +Inf | 12-31-2023 |
