Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROFICIO CAPITAL PARTNERS LLC | 02-12-2024 | 12-31-2023 | 302 | 808,910,325 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 751 | $13,264,631 | 55,917 | 0.00 | 0.00 | 25,983 | 86.80 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 752 | $12,715,534 | 26,622 | 0.00 | 0.00 | 1,472 | 5.85 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 753 | $12,267,033 | 87,043 | 0.00 | 0.00 | 320 | 0.37 | 12-31-2023 |
