Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 05-15-2024 | 03-31-2024 | 60 | 61,121,912 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $7,156,495 | 115,316 | 0.01 | 0.01 | 9,139 | 8.61 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $7,070,408 | 140,929 | 0.01 | 0.01 | 1,875 | 1.35 | 03-31-2024 |
| ISHARES TR | RUS 1000 ETF | 3 | $6,195,238 | 21,509 | 0.01 | 0.01 | 425 | 2.02 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 4 | $3,824,732 | 33,172 | 0.01 | 0.01 | -730 | -2.15 | 03-31-2024 |
