Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YORKBRIDGE WEALTH PARTNERS LLC | 01-26-2023 | 12-31-2022 | 256 | 394,152,600 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | ETF | 1 | $29,438,566 | 76,978 | 0.01 | 1.11 | 66,667 | 646.56 | 12-31-2022 |
| APPLE INC COM | Stock | 2 | $15,925,161 | 122,567 | 0.00 | 5.43 | -29,844 | -19.58 | 12-31-2022 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 3 | $15,142,549 | 139,937 | 0.00 | 0.12 | 135,245 | 2882.46 | 12-31-2022 |
| VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 4 | $15,089,886 | 273,764 | 0.00 | 273,764 | +Inf | 12-31-2022 |
