Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TIMESCALE FINANCIAL INC | 07-26-2023 | 06-30-2023 | 628 | 463,172,986 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 351 | $62,738 | 1,696 | 0.00 | 1,696 | +Inf | 06-30-2023 | |
| VANGUARD INDEX FDS | MID CAP ETF | 352 | $61,683 | 280 | 0.00 | 280 | +Inf | 06-30-2023 | |
| EA SERIES TRUST | STRIVE 500 ETF | 353 | $60,251 | 2,126 | 0.00 | 2,126 | +Inf | 06-30-2023 | |
| EDWARDS LIFESCIENCES CORP | COM | 354 | $58,862 | 624 | 0.00 | 624 | +Inf | 06-30-2023 |
