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 |
|---|---|---|---|---|---|---|---|---|---|
| VERTEX PHARMACEUTICALS INC | COM | 451 | $2,091 | 5 | 0.00 | 0.00 | 2 | 66.67 | 03-31-2024 |
| GENERAL MTRS CO | COM | 452 | $2,087 | 46 | 0.00 | 0.00 | 19 | 70.37 | 03-31-2024 |
| BUILDERS FIRSTSOURCE INC | COM | 453 | $2,086 | 10 | 0.00 | 0.00 | 4 | 66.67 | 03-31-2024 |
| CINTAS CORP | COM | 454 | $2,062 | 3 | 0.00 | 0.00 | 1 | 50.00 | 03-31-2024 |
