Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DARWIN WEALTH MANAGEMENT LLC | 11-07-2023 | 09-30-2023 | 147 | 371,709,825 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 201 | $293,733 | 3,123 | 0.00 | 0.00 | 869 | 38.55 | 09-30-2023 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 202 | $292,176 | 951 | 0.00 | 0.00 | 43 | 4.74 | 09-30-2023 |
| MASTERCARD INCORPORATED | CL A | 203 | $291,355 | 736 | 0.00 | 736 | +Inf | 09-30-2023 | |
| SERVICENOW INC | COM | 204 | $288,423 | 516 | 0.00 | 0.00 | 21 | 4.24 | 09-30-2023 |
