Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MY LEGACY ADVISORS LLC | 01-12-2024 | 12-31-2023 | 204 | 276,881,126 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 51 | $1,486,430 | 22,819 | 0.00 | 0.00 | -187 | -0.81 | 12-31-2023 |
| PEPSICO INC | COM | 52 | $1,477,394 | 8,893 | 0.00 | 0.00 | 43 | 0.49 | 12-31-2023 |
| ISHARES TR | MSCI USA MIN VOL | 53 | $1,434,192 | 18,286 | 0.00 | 0.00 | -18,848 | -50.76 | 12-31-2023 |
| ASML HOLDING N V | N Y REGISTRY SHS | 54 | $1,380,296 | 1,921 | 0.00 | 0.00 | 88 | 4.80 | 12-31-2023 |
