Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUEPOINT INC | 02-12-2024 | 12-31-2023 | 241 | 3,414,759,756 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 51 | $3,206,965 | 22,958 | 0.00 | 0.00 | 3,012 | 15.10 | 12-31-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 52 | $3,132,902 | 54,053 | 0.00 | 0.00 | 505 | 0.94 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 53 | $3,068,800 | 52,611 | 0.00 | 0.00 | 16,011 | 43.75 | 12-31-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 54 | $3,005,440 | 40,019 | 0.00 | 0.00 | -2,967 | -6.90 | 12-31-2023 |
