Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE WEALTH DESIGN LLC | 05-14-2024 | 03-31-2024 | 787 | 401,228,276 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COMCAST CORP NEW | CL A | 351 | $6,156 | 142 | 0.00 | 0.00 | 68 | 91.89 | 03-31-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 352 | $6,054 | 70 | 0.00 | 70 | +Inf | 03-31-2024 | |
| JABIL INC | COM | 353 | $6,028 | 45 | 0.00 | 0.00 | 43 | 2150.00 | 03-31-2024 |
| AMERICAN EXPRESS CO | COM | 354 | $5,796 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
