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 |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT | COM | 401 | $3,250 | 5 | 0.00 | 0.00 | 3 | 150.00 | 03-31-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 402 | $3,247 | 13 | 0.00 | 0.00 | 6 | 85.71 | 03-31-2024 |
| LITHIUM AMERICAS ARGENTINA C | COM SHS | 403 | $3,234 | 600 | 0.00 | 600 | +Inf | 03-31-2024 | |
| SPDR INDEX SHS FDS | DJ INTL RL ETF | 404 | $3,157 | 121 | 0.00 | 121 | +Inf | 03-31-2024 |
