Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PACHIRA INVESTMENTS INC | 04-19-2024 | 03-31-2024 | 44 | 122,340,417 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $11,358,465 | 23,629 | 0.01 | 0.01 | -2,149 | -8.34 | 03-31-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 2 | $11,332,755 | 20,368 | 0.01 | 20,368 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE S&P MCP ETF | 3 | $10,383,578 | 170,951 | 0.01 | 0.01 | 133,608 | 357.79 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $10,177,140 | 92,084 | 0.01 | 0.01 | -8,018 | -8.01 | 03-31-2024 |
