Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARBOR WEALTH ADVISORS LLC | 04-10-2024 | 03-31-2024 | 46 | 105,922,708 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 1 | $25,615,188 | 157,283 | 0.02 | 157,283 | +Inf | 03-31-2024 | |
| VANGUARD STAR FDS | VG TL INTL STK F | 2 | $16,649,519 | 276,111 | 0.02 | 276,111 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | SMALL CP ETF | 3 | $10,272,977 | 44,941 | 0.01 | 44,941 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | SM CP VAL ETF | 4 | $6,671,840 | 34,771 | 0.01 | 34,771 | +Inf | 03-31-2024 |
