Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFE PLANNING PARTNERS INC | 01-19-2024 | 12-31-2023 | 263 | 101,628,406 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE AGGRESSIVE ALLOCATION ETF | AOA | 251 | $23,477 | 340 | 0.00 | 340 | +Inf | 12-31-2023 | |
| BRISTOL-MYERS SQUIBB CO | COM | Liquidated | $0 | 0 | 0.00 | 0.03 | 0 | 0.00 | 12-31-2023 |
| TEXAS INSTRS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.03 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | Liquidated | $0 | 0 | 0.00 | 0.03 | 0 | 0.00 | 12-31-2023 |
