Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEW ENGLAND PRIVATE WEALTH ADVISORS LLC | 02-02-2024 | 12-31-2023 | 128 | 541,695,550 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 51 | $2,394,905 | 4,720 | 0.00 | 0.00 | 2 | 0.04 | 12-31-2023 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 52 | $1,999,331 | 22,264 | 0.00 | 22,264 | +Inf | 12-31-2023 | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 53 | $1,970,822 | 26,796 | 0.00 | 0.00 | 354 | 1.34 | 12-31-2023 |
| VANGUARD INDEX FDS | SMALL CP ETF | 54 | $1,945,013 | 9,118 | 0.00 | 0.00 | 82 | 0.91 | 12-31-2023 |
