Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE PRIVATE WEALTH ADVISORS | 01-30-2024 | 12-31-2023 | 290 | 790,075,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | FINANCIAL | 51 | $2,788,361 | 74,159 | 0.00 | 0.00 | -25,288 | -25.43 | 12-31-2023 |
| SELECT SECTOR SPDR TR | INDL | 52 | $2,711,433 | 23,787 | 0.00 | 0.00 | -1,240 | -4.95 | 12-31-2023 |
| ISHARES TR | U.S. REAL ES ETF | 53 | $2,659,562 | 29,095 | 0.00 | 29,095 | +Inf | 12-31-2023 | |
| ISHARES TR | HDG MSCI EAFE | 54 | $2,573,783 | 81,681 | 0.00 | 0.00 | -27,432 | -25.14 | 12-31-2023 |
