Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAROLINAS WEALTH CONSULTING LLC | 08-08-2024 | 06-30-2024 | 1040 | 518,030,483 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 1 | $41,902,523 | 481,549 | 0.01 | 0.01 | 20,401 | 4.42 | 06-30-2024 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 2 | $30,470,730 | 406,874 | 0.01 | 0.01 | 11,585 | 2.93 | 06-30-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $28,234,495 | 56,254 | 0.01 | 0.00 | 5,860 | 11.63 | 06-30-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 4 | $23,662,070 | 64,915 | 0.00 | 0.00 | -6,510 | -9.11 | 06-30-2024 |
