Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DARWIN WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 137 | 358,776,174 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TWO RDS SHARED TR | ANFIELD UNVL ETF | 1 | $15,255,787 | 1,676,460 | 0.00 | 0.00 | -246,806 | -12.83 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 2 | $14,693,744 | 51,267 | 0.00 | 0.00 | -6,705 | -11.57 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 3 | $12,940,594 | 162,041 | 0.00 | 0.00 | 18,612 | 12.98 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 4 | $12,213,772 | 58,644 | 0.00 | 0.00 | -8,830 | -13.09 | 03-31-2024 |
