Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TILLER PRIVATE WEALTH INC 01-31-2024 12-31-2023 44 199,616,710
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE MSCI TOTAL 1 $30,516,127 469,985 0.02 0.01 31,568 7.20 12-31-2023
SPDR S&P 500 ETF TR TR UNIT 2 $21,387,553 44,997 0.01 0.01 2,077 4.84 12-31-2023
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 3 $16,020,121 248,451 0.01 0.01 4,817 1.98 12-31-2023
GLOBAL X FDS US PFD ETF 4 $15,635,469 805,952 0.01 0.01 -3,807 -0.47 12-31-2023
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