Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOBBS GROUP ADVISORS LLC | 02-16-2024 | 12-31-2023 | 541 | 224,348,877 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 151 | $110,649 | 2,310 | 0.00 | 2,310 | +Inf | 12-31-2023 | |
| ENERGY TRANSFER L P | COM UT LTD PTN | 152 | $109,157 | 7,910 | 0.00 | 7,910 | +Inf | 12-31-2023 | |
| INVESCO EXCHNG TRAD SLF INDE | BULLETSHS 32 MUN | 153 | $106,281 | 4,078 | 0.00 | 4,078 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE MSCI TOTAL | 154 | $105,900 | 1,631 | 0.00 | 1,631 | +Inf | 12-31-2023 |
