Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFEWORKS ADVISORS LLC | 05-10-2024 | 03-31-2024 | 226 | 357,279,477 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 101 | $964,190 | 13,181 | 0.00 | 0.00 | -4,057 | -23.54 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 102 | $955,183 | 4,542 | 0.00 | 0.00 | 411 | 9.95 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 103 | $937,588 | 8,066 | 0.00 | 0.00 | 1,073 | 15.34 | 03-31-2024 |
| SPDR SER TR | PORTFLI INTRMDIT | 104 | $925,262 | 32,834 | 0.00 | 0.00 | -1,038 | -3.06 | 03-31-2024 |
