Instuitional Investor - Curated Wealth Partners Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. APO 2,225,027 $322,094,858 34.81%
2. ARES 1,419,270 $229,396,609 24.79%
3.
Vanguard Index Fds - S&P 500 ETF SHS
70,385 $44,140,684 4.77%
4. SPY 51,774 $35,305,745 3.82%
5.
Dimensional Etf Trust
660,014 $25,153,139 2.72%