Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENCHMARK FINANCIAL WEALTH ADVISORS LLC | 01-23-2024 | 12-31-2023 | 79 | 232,050,053 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $30,161,295 | 127,145 | 0.01 | 0.01 | -328 | -0.26 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $27,495,860 | 57,848 | 0.01 | 0.01 | 5,132 | 9.74 | 12-31-2023 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 3 | $27,291,296 | 738,401 | 0.01 | 0.01 | 10,074 | 1.38 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | 4 | $20,712,734 | 196,833 | 0.01 | 0.01 | -3,180 | -1.59 | 12-31-2023 |
