Instuitional Investor - Curated Wealth Partners Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. APO 2,228,836 $297,036,914 35.93%
2. ARES 1,418,643 $226,826,827 27.44%
3.
Vanguard Index Fds - S&P 500 ETF SHS
62,454 $38,245,722 4.63%
4. SPY 51,633 $34,396,885 4.16%
5.
Dimensional Etf Trust
625,987 $22,754,641 2.75%