Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CYPRESS WEALTH SERVICES LLC | 10-13-2023 | 09-30-2023 | 240 | 360,747,731 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC | COM | 201 | $396,837 | 784 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| GENUINE PARTS CO | COM | 202 | $393,724 | 2,727 | 0.00 | 0.00 | 106 | 4.04 | 09-30-2023 |
| ISHARES TR | MSCI EMG MKT ETF | 203 | $391,113 | 10,306 | 0.00 | 0.00 | -7,672 | -42.67 | 09-30-2023 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 204 | $380,449 | 14,571 | 0.00 | 0.00 | 1,260 | 9.47 | 09-30-2023 |
