Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFESTEPS FINANCIAL INC | 04-26-2024 | 03-31-2024 | 441 | 132,516,758 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP ETF | ETF | 251 | $47,547 | 208 | 0.00 | 208 | +Inf | 03-31-2024 | |
| ADOBE INC COM | Stock | 252 | $47,432 | 94 | 0.00 | 94 | +Inf | 03-31-2024 | |
| VANGUARD REAL ESTATE ETF | ETF | 253 | $46,872 | 542 | 0.00 | 542 | +Inf | 03-31-2024 | |
| AIRBNB INC COM CL A | Stock | 254 | $46,189 | 280 | 0.00 | 280 | +Inf | 03-31-2024 |
