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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | Liquidated | $0 | 0 | 0.05 | 0.06 | 0 | 0.00 | 06-30-2024 |
| PROCTER AND GAMBLE CO | COM | Liquidated | $0 | 0 | 0.05 | 0.03 | 1,182 | 59.46 | 06-30-2024 |
| TEXAS INSTRS INC | COM | Liquidated | $0 | 0 | 0.05 | 0.05 | 185 | 7.00 | 06-30-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 54 | $486,000 | 843 | 0.16 | 0.04 | 75 | 9.77 | 06-30-2024 |
