Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTEGRATED INVESTMENT CONSULTANTS LLC | 04-18-2024 | 03-31-2024 | 283 | 363,397,547 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 1 | $27,495,926 | 81,578 | 0.01 | 0.01 | -1,930 | -2.31 | 03-31-2024 |
| ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | 2 | $20,232,145 | 177,257 | 0.01 | 0.00 | -1,814 | -1.01 | 03-31-2024 |
| SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY | Money Market Fund | 3 | $20,114,800 | 20,114,800 | 0.01 | 20,114,800 | +Inf | 03-31-2024 | |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 4 | $15,014,254 | 83,827 | 0.00 | 0.00 | -222 | -0.26 | 03-31-2024 |
