Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SWS PARTNERS | 02-13-2024 | 12-31-2023 | 112 | 306,803,964 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares Core SP 500 ETF | IVV US | 1 | $23,922,332 | 50,085 | 0.01 | 50,085 | +Inf | 12-31-2023 | |
| iShares Core S&P 500 ETF | IVV-US | Liquidated | $0 | 0 | 0.01 | 39,475 | +Inf | 12-31-2023 | |
| iShares Core S&P Mid Cap ETF | IJH US | 3 | $12,097,739 | 43,651 | 0.00 | 43,651 | +Inf | 12-31-2023 | |
| Schwab US Large Cap ETF | SCHX-US | 4 | $11,195,872 | 198,508 | 0.00 | 0.00 | 1,290 | 0.65 | 12-31-2023 |
