Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MY LEGACY ADVISORS LLC | 01-12-2024 | 12-31-2023 | 204 | 276,881,126 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC | COM | 151 | $624,717 | 2,302 | 0.00 | 2,302 | +Inf | 12-31-2023 | |
| WISDOMTREE TR | EMG MKTS SMCAP | 152 | $619,700 | 12,712 | 0.00 | 0.00 | -373 | -2.85 | 12-31-2023 |
| WISDOMTREE TR | EMER MKT HIGH FD | 153 | $613,570 | 15,529 | 0.00 | 0.00 | 2,693 | 20.98 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 154 | $612,455 | 12,921 | 0.00 | 0.00 | 1,552 | 13.65 | 12-31-2023 |
