Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
JAFFETILCHIN INVESTMENT PARTNERS LLC 02-09-2024 12-31-2023 344 1,025,209,388
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P TTL STK 1 $67,271,730 639,283 0.01 0.01 37,036 6.15 12-31-2023
APPLE INC COM 2 $61,135,114 317,536 0.01 0.01 290 0.09 12-31-2023
VANGUARD INDEX FDS TOTAL STK MKT 3 $46,528,535 196,141 0.00 0.00 15,258 8.44 12-31-2023
SCHWAB STRATEGIC TR US LRG CAP ETF 4 $44,282,111 785,144 0.00 0.00 2,855 0.36 12-31-2023
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