Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PLANCORP LLC | 02-09-2024 | 12-31-2023 | 278 | 2,086,633,329 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | SHRT NAT MUN ETF | 101 | $1,370,590 | 13,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VANGUARD STAR FDS | VG TL INTL STK F | 102 | $1,364,726 | 23,546 | 0.00 | 0.00 | 692 | 3.03 | 12-31-2023 |
ROYAL GOLD INC | COM | 103 | $1,353,597 | 11,190 | 0.00 | 0.00 | 9 | 0.08 | 12-31-2023 |
ISHARES TR | RUS 1000 GRW ETF | 104 | $1,285,154 | 4,239 | 0.00 | 0.00 | 47 | 1.12 | 12-31-2023 |