Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SWS PARTNERS | 02-13-2024 | 12-31-2023 | 112 | 306,803,964 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF | SCHD-US | 251 | $868,719 | 11,411 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Etsy Inc | ETSY-US | 252 | $865,290 | 10,676 | 0.00 | 0.00 | -171 | -1.58 | 12-31-2023 |
| Vanguard Intermediate-Term Government Bond ETF | VGIT-US | 253 | $857,055 | 14,448 | 0.00 | 0.00 | -6,339 | -30.50 | 12-31-2023 |
| Microsoft | MSFT-US | 254 | $850,298 | 2,261 | 0.00 | 0.00 | -46 | -1.99 | 12-31-2023 |
