Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE PRIVATE WEALTH ADVISORS | 04-25-2024 | 03-31-2024 | 284 | 871,786,884 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI TOTAL | 1 | $92,242,216 | 1,359,290 | 0.01 | 0.01 | 160,539 | 13.39 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2 | $58,048,480 | 342,741 | 0.01 | 0.01 | 41,036 | 13.60 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 3 | $50,926,994 | 441,691 | 0.01 | 0.01 | 20,240 | 4.80 | 03-31-2024 |
| ISHARES TR | PFD AND INCM SEC | 4 | $44,418,108 | 1,378,133 | 0.01 | 0.00 | 179,666 | 14.99 | 03-31-2024 |
