Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RICE PARTNERSHIP LLC | 08-08-2023 | 06-30-2023 | 139 | 365,077,672 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P MC 400GR ETF | 151 | $72,825 | 971 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ISHARES TR | RUS 2000 VAL ETF | 152 | $70,400 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 153 | $66,353 | 882 | 0.00 | 882 | +Inf | 06-30-2023 | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 154 | $61,535 | 1,175 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
