Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TRAPHAGEN INVESTMENT ADVISORS LLC 06-17-2024 12-31-2023 173 852,136,679
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $205,584,759 391,046 0.02 391,046 +Inf 03-31-2024
AMERICAN CENTY ETF TR US EQT ETF 2 $101,348,177 1,132,382 0.01 1,132,382 +Inf 03-31-2024
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 3 $34,789,535 820,121 0.00 820,121 +Inf 03-31-2024
MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 4 $23,485,058 839,952 0.00 839,952 +Inf 03-31-2024
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