Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARLOW WEALTH PARTNERS INC | 07-31-2024 | 06-30-2024 | 149 | 722,371,722 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QUALCOMM INC | COM | 101 | $420,988 | 2,325 | 0.00 | 0.00 | 125 | 5.68 | 06-30-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 102 | $419,140 | 2,552 | 0.00 | 0.00 | 1,211 | 90.31 | 06-30-2024 |
| ORACLE CORP | COM | 103 | $391,193 | 2,819 | 0.00 | 0.00 | -414 | -12.81 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 104 | $382,110 | 3,886 | 0.00 | 3,886 | +Inf | 06-30-2024 |
