Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAROLINA WEALTH ADVISORS LLC | 01-23-2024 | 12-31-2023 | 248 | 192,988,348 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD LONG-TERM BOND ETF | ETF | 1 | $23,845,910 | 319,736 | 0.01 | 0.01 | 2,217 | 0.70 | 12-31-2023 |
| SCHWAB US TIPS ETF | ETF | 2 | $18,363,625 | 351,793 | 0.01 | 0.01 | 1,749 | 0.50 | 12-31-2023 |
| WILLIAMS SONOMA INC COM | Stock | 3 | $8,363,982 | 41,451 | 0.00 | 0.00 | -55 | -0.13 | 12-31-2023 |
| BROADCOM INC COM | Stock | 4 | $8,086,115 | 7,244 | 0.00 | 0.00 | -17 | -0.23 | 12-31-2023 |
