Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
DRUCKER WEALTH 30 LLC | 08-14-2024 | 06-30-2024 | 149 | 376,686,798 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $19,537,833 | 39,066 | 0.01 | 39,066 | +Inf | 06-30-2024 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $18,517,923 | 69,223 | 0.00 | 69,223 | +Inf | 06-30-2024 | |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 3 | $16,979,031 | 143,162 | 0.00 | 143,162 | +Inf | 06-30-2024 | |
APPLE INC | COM | 4 | $13,383,264 | 63,542 | 0.00 | 63,542 | +Inf | 06-30-2024 |