Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONNECTICUT WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 321 | 1,740,848,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA QLT FCT | 1 | $222,645,416 | 1,513,154 | 0.01 | 0.01 | 39,422 | 2.67 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 VL | 2 | $108,285,477 | 2,322,228 | 0.01 | 0.01 | 102,559 | 4.62 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 3 | $102,358,162 | 1,454,985 | 0.01 | 0.01 | 9,585 | 0.66 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $97,694,212 | 352,496 | 0.01 | 0.01 | 13,036 | 3.84 | 12-31-2023 |
