Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRANQUILITY PARTNERS LLC | 01-31-2024 | 12-31-2023 | 200 | 238,520,596 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 351 | $224,464 | 2,877 | 0.00 | 0.00 | -132 | -4.39 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 352 | $222,937 | 4,465 | 0.00 | 0.00 | -127 | -2.77 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 353 | $222,832 | 4,258 | 0.00 | 4,258 | +Inf | 12-31-2023 | |
| EXXON MOBIL CORP | COM | 354 | $221,656 | 2,217 | 0.00 | 0.00 | -32 | -1.42 | 12-31-2023 |
