Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORE WEALTH ADVISORS INC | 11-13-2023 | 09-30-2023 | 239 | 244,439,106 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 51 | $739,709 | 3,780 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ISHARES U S ETF TR | BLACKROCK ST MAT | 52 | $686,836 | 13,767 | 0.00 | 0.00 | 4,385 | 46.74 | 09-30-2023 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 53 | $680,040 | 13,552 | 0.00 | 0.00 | 1,183 | 9.56 | 09-30-2023 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 54 | $672,821 | 13,678 | 0.00 | 0.00 | 4,256 | 45.17 | 09-30-2023 |
