Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CATALYST FINANCIAL PARTNERS LLC | 02-06-2024 | 12-31-2023 | 215 | 354,150,886 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 51 | $918,421 | 22,346 | 0.00 | 0.00 | 1,359 | 6.48 | 12-31-2023 |
| MCDONALDS CORP | COM | 52 | $907,321 | 3,060 | 0.00 | 0.00 | -80 | -2.55 | 12-31-2023 |
| ISHARES TR | SELECT DIVID ETF | 53 | $896,147 | 7,645 | 0.00 | 0.00 | -5,760 | -42.97 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 54 | $873,840 | 18,243 | 0.00 | 0.00 | 1,014 | 5.89 | 12-31-2023 |
