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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | Liquidated | $0 | 0 | 0.00 | 0.01 | 1 | 0.76 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | Liquidated | $0 | 0 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | Liquidated | $0 | 0 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
| PROG HOLDINGS INC | COM NPV | Liquidated | $0 | 0 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
