Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAMPBELL WEALTH MANAGEMENT | 02-08-2024 | 12-31-2023 | 62 | 842,887,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $258,578,000 | 4,584,708 | 30.68 | 4,584,708 | +Inf | 12-31-2023 | |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $71,089,000 | 173,591 | 8.43 | 19.94 | -5,977 | -3.33 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 3 | $68,743,000 | 692,620 | 8.16 | 692,620 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $64,666,000 | 208,009 | 7.67 | 208,009 | +Inf | 12-31-2023 |
