Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHCOLLAB LLC | 05-10-2024 | 03-31-2024 | 933 | 135,540,127 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VG TL INTL STK F | 1 | $11,808,644 | 195,832 | 0.01 | 0.01 | 13,807 | 7.59 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $11,016,618 | 42,388 | 0.01 | 0.01 | 5,389 | 14.57 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 3 | $8,937,123 | 95,370 | 0.01 | 0.01 | 7,974 | 9.12 | 03-31-2024 |
| ISHARES TR | CORE MSCI TOTAL | 4 | $7,317,684 | 107,835 | 0.01 | 0.01 | 1,667 | 1.57 | 03-31-2024 |
