Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHBRIDGE CAPITAL MANAGEMENT LLC | 02-12-2024 | 12-31-2023 | 182 | 266,854,572 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP DEL | COM NEW | 201 | $628,867 | 14,530 | 0.00 | 0.00 | 502 | 3.58 | 12-31-2023 |
| ISHARES TR | MSCI USA ESG SLC | 202 | $616,336 | 6,132 | 0.00 | 0.00 | 2 | 0.03 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 203 | $614,848 | 1,408 | 0.00 | 0.00 | -743 | -34.54 | 12-31-2023 |
| COSTCO WHSL CORP NEW | COM | 204 | $609,022 | 923 | 0.00 | 0.00 | -10 | -1.07 | 12-31-2023 |
