Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFEWORKS ADVISORS LLC | 05-10-2024 | 03-31-2024 | 226 | 357,279,477 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NETAPP INC | COM | 51 | $2,297,421 | 21,886 | 0.00 | 0.00 | 2,674 | 13.92 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 52 | $2,137,294 | 44,333 | 0.00 | 0.00 | -714 | -1.59 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 53 | $2,117,026 | 42,256 | 0.00 | 0.00 | -3,955 | -8.56 | 03-31-2024 |
| ANALOG DEVICES INC | COM | 54 | $2,101,888 | 10,627 | 0.00 | 0.00 | 780 | 7.92 | 03-31-2024 |
