Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CEDAR BROOK FINANCIAL PARTNERS LLC | 04-17-2024 | 03-31-2024 | 438 | 505,751,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 51 | $2,600,977 | 17,233 | 0.00 | 0.00 | -333 | -1.90 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 52 | $2,594,280 | 31,820 | 0.00 | 0.00 | 3,010 | 10.45 | 03-31-2024 |
| ISHARES TR | INTL EQTY FACTOR | 53 | $2,590,068 | 86,799 | 0.00 | 0.00 | 1,503 | 1.76 | 03-31-2024 |
| ISHARES INC | MSCI EMERG MRKT | 54 | $2,485,684 | 43,924 | 0.00 | 0.00 | 328 | 0.75 | 03-31-2024 |
