Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
JAFFETILCHIN INVESTMENT PARTNERS LLC | 02-09-2024 | 12-31-2023 | 344 | 1,025,209,388 |
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 |