Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RWA WEALTH PARTNERS LLC | 04-29-2024 | 03-31-2024 | 832 | 7,430,653,075 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $897,409,808 | 2,607,233 | 0.01 | 0.01 | -126,969 | -4.64 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $773,751,775 | 4,751,024 | 0.01 | 0.01 | 110,300 | 2.38 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $536,764,475 | 10,698,914 | 0.01 | 0.01 | 165,455 | 1.57 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 4 | $507,782,474 | 8,672,630 | 0.01 | 0.01 | 177,042 | 2.08 | 03-31-2024 |
