Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PERSONAL WEALTH PARTNERS | 04-25-2022 | 03-31-2022 | 74 | 229,194,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SMALL CP ETF | 101 | $457,000 | 2,149 | 0.20 | 2,149 | +Inf | 03-31-2022 | |
| FIRST TR EXCHANGE TRADED FD | WTR ETF | 102 | $452,000 | 5,359 | 0.20 | 5,359 | +Inf | 03-31-2022 | |
| VANGUARD INDEX FDS | TOTAL STK MKT | 103 | $450,000 | 1,978 | 0.20 | 1,978 | +Inf | 03-31-2022 | |
| ISHARES TR | CORE TOTAL USD | 104 | $406,000 | 8,189 | 0.18 | 8,189 | +Inf | 03-31-2022 |
