Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUSTIN PRIVATE WEALTH LLC | 04-12-2024 | 03-31-2024 | 261 | 869,326,477 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 51 | $2,447,143 | 36,650 | 0.00 | 0.00 | 10 | 0.03 | 03-31-2024 |
| ISHARES TR | JPMORGAN USD EMG | 52 | $2,407,986 | 27,011 | 0.00 | 0.00 | 13,306 | 97.09 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 53 | $2,384,111 | 4,567 | 0.00 | 0.00 | -5 | -0.11 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 54 | $2,324,595 | 63,705 | 0.00 | 0.00 | 15,739 | 32.81 | 03-31-2024 |
