Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 787 | 2,899,267,307 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $212,051,841 | 815,898 | 0.01 | 0.01 | -2,680 | -0.33 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $179,260,766 | 403,731 | 0.01 | 0.01 | 12,475 | 3.19 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 3 | $178,291,046 | 339,130 | 0.01 | 0.01 | 3,510 | 1.05 | 03-31-2024 |
| ISHARES TR | 0-5 YR TIPS ETF | 4 | $136,820,552 | 1,376,049 | 0.00 | 0.00 | 116,986 | 9.29 | 03-31-2024 |
