Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFE PLANNING PARTNERS INC | 01-19-2024 | 12-31-2023 | 263 | 101,628,406 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.70 | 1,858 | 200.00 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | Liquidated | $0 | 0 | 0.00 | 0.86 | 0 | 0.00 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | Liquidated | $0 | 0 | 0.00 | 0.89 | 0 | 0.00 | 12-31-2023 |
| ISHARES CORE S&P 500 ETF | IVV | 54 | $700,357 | 1,467 | 0.00 | 1,467 | +Inf | 12-31-2023 |
