Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUFFINGTON MOHR MCNEAL | 04-18-2024 | 03-31-2024 | 129 | 552,410,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB U.S. LARGE-CAP ETF | ETF | 1 | $42,893,302 | 691,159 | 0.01 | 0.01 | -24,237 | -3.39 | 03-31-2024 |
| MICROSOFT CORP COM | Stock | 2 | $30,780,144 | 73,161 | 0.01 | 0.01 | -319 | -0.43 | 03-31-2024 |
| COSTCO WHSL CORP NEW COM | Stock | 3 | $26,096,696 | 35,621 | 0.00 | 0.00 | -484 | -1.34 | 03-31-2024 |
| TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | 4 | $22,429,758 | 107,696 | 0.00 | 0.00 | -2,018 | -1.84 | 03-31-2024 |
