Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAROLINAS WEALTH CONSULTING LLC | 02-12-2024 | 12-31-2023 | 997 | 459,767,441 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 1 | $35,978,791 | 461,148 | 0.01 | 0.01 | 2,789 | 0.61 | 12-31-2023 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 2 | $30,192,207 | 395,289 | 0.01 | 0.01 | 65,359 | 19.81 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $22,012,151 | 50,394 | 0.00 | 0.00 | 42 | 0.08 | 12-31-2023 |
| ISHARES TR | RUS 1000 GRW ETF | 4 | $21,653,766 | 71,425 | 0.00 | 0.00 | -1,984 | -2.70 | 12-31-2023 |
