Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVEO CAPITAL PARTNERS LLC | 02-06-2024 | 12-31-2023 | 338 | 829,090,212 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 1 | $33,582,934 | 1,010,013 | 0.00 | 0.00 | 37,639 | 3.87 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $29,957,403 | 62,721 | 0.00 | 0.00 | -106 | -0.17 | 12-31-2023 |
| ISHARES TR | 0-3 MNTH TREASRY | 3 | $27,536,529 | 274,624 | 0.00 | 0.01 | -298,920 | -52.12 | 12-31-2023 |
| ISHARES TR | BROAD USD HIGH | 4 | $25,796,795 | 709,678 | 0.00 | 0.00 | 701,498 | 8575.77 | 12-31-2023 |
