Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLACKSTON FINANCIAL ADVISORY GROUP LLC | 05-15-2024 | 03-31-2024 | 102193 | 174,290,555 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA GRWTH IND | 1 | $17,872,292 | 62,357 | 0.01 | 62,357 | +Inf | 03-31-2024 | |
| VANGUARD MEGA GRWTH IND ETF | MEGA GRWTH IND ETF | Liquidated | $0 | 0 | 0.01 | 10.47 | 2,463 | 3.99 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $14,273,890 | 54,920 | 0.01 | 54,920 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $14,212,756 | 29,566 | 0.01 | 29,566 | +Inf | 03-31-2024 |
