Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTERCHANGE CAPITAL PARTNERS LLC | 05-08-2024 | 03-31-2024 | 167 | 148,309,467 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI INTL QUALTY | 1 | $11,014,434 | 277,962 | 0.01 | 0.01 | -8,483 | -2.96 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $7,830,235 | 47,338 | 0.01 | 0.01 | 2,011 | 4.44 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 3 | $7,582,603 | 14,934 | 0.01 | 0.01 | -2,729 | -15.45 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 4 | $4,681,568 | 63,087 | 0.00 | 0.00 | 1,504 | 2.44 | 03-31-2024 |
