Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FFT WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 154 | 1,161,524,435 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INTERMEDIATE-TERM TREASURY ETF | INTER TERM TREAS | 51 | $1,740,809 | 29,732 | 0.00 | 29,732 | +Inf | 03-31-2024 | |
ONEMAIN HLDGS INC COM | COM | 52 | $1,727,966 | 33,822 | 0.00 | 0.00 | 14,400 | 74.14 | 03-31-2024 |
ISHARES 3-7 YEAR TREASURY BOND ETF | 3 7 YR TREAS BD | 53 | $1,673,216 | 14,447 | 0.00 | 0.00 | 204 | 1.43 | 03-31-2024 |
NUTRIEN LTD COM | COM | 54 | $1,574,990 | 29,000 | 0.00 | 29,000 | +Inf | 03-31-2024 |