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 |
|---|---|---|---|---|---|---|---|---|---|
| CARMAX INC | COM | 701 | $697 | 8 | 0.00 | 0.00 | 4 | 100.00 | 03-31-2024 |
| VEEVA SYS INC | CL A COM | 702 | $696 | 3 | 0.00 | 0.00 | 2 | 200.00 | 03-31-2024 |
| HUMANA INC | COM | 703 | $694 | 2 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WATERS CORP | COM | 704 | $689 | 2 | 0.00 | 0.00 | 1 | 100.00 | 03-31-2024 |
