Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YORKBRIDGE WEALTH PARTNERS LLC | 01-26-2023 | 12-31-2022 | 256 | 394,152,600 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MID-CAP GROWTH ETF | ETF | 51 | $2,206,001 | 12,272 | 0.00 | 0.09 | 10,712 | 686.67 | 12-31-2022 |
| COMCAST CORP NEW CL A | Stock | 52 | $2,203,390 | 63,008 | 0.00 | 0.67 | 15,055 | 31.40 | 12-31-2022 |
| COSTCO WHSL CORP NEW COM | Stock | 53 | $2,201,243 | 4,822 | 0.00 | 0.54 | 47 | 0.98 | 12-31-2022 |
| DOCUSIGN INC COM | Stock | 54 | $2,189,201 | 39,502 | 0.00 | 39,502 | +Inf | 12-31-2022 |
