Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAMPBELL WEALTH MANAGEMENT | 08-07-2024 | 06-30-2024 | 50 | 309,179,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | Liquidated | $0 | 0 | 30.06 | 30.68 | 290,053 | 6.33 | 06-30-2024 |
| ISHARES TR | CORE US AGGBD ET | Liquidated | $0 | 0 | 11.89 | 8.16 | 528,748 | 76.34 | 06-30-2024 |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | Liquidated | $0 | 0 | 9.21 | 1.66 | 1,772,793 | 570.29 | 06-30-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $76,208,000 | 159,061 | 24.61 | 6.77 | 5,603 | 3.65 | 06-30-2024 |
