Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 81 | 3,646,598,423 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 51 | $833,500 | 3,207 | 0.00 | 0.00 | 612 | 23.58 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 52 | $671,954 | 16,087 | 0.00 | 0.00 | -37,376 | -69.91 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 53 | $671,445 | 3,264 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 54 | $670,462 | 1,205 | 0.00 | 0.00 | -42 | -3.37 | 03-31-2024 |
