Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE WEALTH DESIGN LLC | 05-14-2024 | 03-31-2024 | 787 | 401,228,276 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TE CONNECTIVITY LTD | SHS | 601 | $1,017 | 7 | 0.00 | 0.00 | 3 | 75.00 | 03-31-2024 |
| TRIP COM GROUP LTD | ADS | 602 | $1,010 | 23 | 0.00 | 23 | +Inf | 03-31-2024 | |
| CARDINAL HEALTH INC | COM | 603 | $1,008 | 9 | 0.00 | 0.00 | 3 | 50.00 | 03-31-2024 |
| SEMPRA | COM | 604 | $1,006 | 14 | 0.00 | 0.00 | 10 | 250.00 | 03-31-2024 |
