Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY FIRM INC | 05-01-2024 | 03-31-2024 | 197 | 410,445,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 3000 ETF | ETF | 1 | $62,121,687 | 207,017 | 0.02 | 0.02 | -8,426 | -3.91 | 03-31-2024 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 2 | $31,745,247 | 632,754 | 0.01 | 0.01 | 5,438 | 0.87 | 03-31-2024 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 3 | $21,374,858 | 294,298 | 0.01 | 0.01 | 12,533 | 4.45 | 03-31-2024 |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 4 | $13,994,692 | 140,749 | 0.00 | 0.00 | 3,769 | 2.75 | 03-31-2024 |
