Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | 02-08-2024 | 12-31-2023 | 665 | 3,725,646,822 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 51 | $18,951,618 | 58,717 | 0.00 | 0.00 | -8,156 | -12.20 | 12-31-2023 |
| ISHARES GOLD TR | ISHARES NEW | 52 | $18,395,330 | 473,009 | 0.00 | 0.00 | 64,798 | 15.87 | 12-31-2023 |
| ISHARES TR | COHEN STEER REIT | 53 | $18,102,506 | 317,365 | 0.00 | 0.00 | 59,136 | 22.90 | 12-31-2023 |
| ISHARES INC | CORE MSCI EMKT | 54 | $17,409,579 | 355,951 | 0.00 | 0.00 | -62,071 | -14.85 | 12-31-2023 |
