Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANDBOX FINANCIAL PARTNERS LLC | 04-15-2024 | 03-31-2024 | 97 | 238,083,815 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NATIONAL MUN ETF | 101 | $514,937 | 4,786 | 0.00 | 0.00 | -2,625 | -35.42 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 102 | $510,632 | 697 | 0.00 | 0.00 | 18 | 2.65 | 03-31-2024 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 103 | $505,398 | 6,626 | 0.00 | 6,626 | +Inf | 03-31-2024 | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 104 | $476,143 | 3,935 | 0.00 | 0.00 | -8 | -0.20 | 03-31-2024 |
