Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOLFF FINANCIAL MANAGEMENT LLC | 04-24-2024 | 03-31-2024 | 97 | 343,062,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $36,008,000 | 104,614 | 10.50 | 10.01 | 377 | 0.36 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $31,814,000 | 634,125 | 9.27 | 9.12 | 17,797 | 2.89 | 03-31-2024 |
| SPDR SER TR | S&P DIVID ETF | 3 | $28,816,000 | 219,566 | 8.40 | 8.34 | 3,338 | 1.54 | 03-31-2024 |
| ISHARES TR | CORE DIV GRWTH | 4 | $28,284,000 | 487,156 | 8.24 | 7.92 | 10,753 | 2.26 | 03-31-2024 |
