Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFE PLANNING PARTNERS INC | 01-19-2024 | 12-31-2023 | 263 | 101,628,406 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WHEATON PRECIOUS METALS CORP COM NPV ISIN #CA9628791027 SEDOL #BF13KN5 | WPM | 101 | $232,047 | 4,703 | 0.00 | 4,703 | +Inf | 12-31-2023 | |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.30 | 0 | 0.00 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | Liquidated | $0 | 0 | 0.00 | 0.28 | 0 | 0.00 | 12-31-2023 |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | 104 | $217,874 | 2,384 | 0.00 | 2,384 | +Inf | 12-31-2023 |
