Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUADVICE LLC | 11-13-2023 | 09-30-2023 | 231 | 254,828,424 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 401 | $259,586 | 1,632 | 0.00 | 1,632 | +Inf | 09-30-2023 | |
| ISHARES TR | CORE MSCI EAFE | 402 | $259,073 | 4,020 | 0.00 | 0.00 | -431 | -9.68 | 09-30-2023 |
| AMGEN INC | COM | 403 | $256,350 | 959 | 0.00 | 0.00 | 158 | 19.73 | 09-30-2023 |
| ABBVIE INC | COM | 404 | $255,837 | 1,846 | 0.00 | 0.00 | 430 | 30.37 | 09-30-2023 |
