Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CYPRESS WEALTH SERVICES LLC | 10-13-2023 | 09-30-2023 | 240 | 360,747,731 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | HEALTH CAR ETF | 351 | $220,053 | 936 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST NAS100 | 352 | $214,047 | 9,873 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 353 | $212,824 | 4,658 | 0.00 | 0.00 | 383 | 8.96 | 09-30-2023 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 354 | $211,669 | 4,246 | 0.00 | 0.00 | 69 | 1.65 | 09-30-2023 |
