Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 07-24-2024 | 06-30-2024 | 293 | 385,356,633 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HOME DEPOT INC | COM | 51 | $1,489,061 | 4,326 | 0.00 | 0.00 | 307 | 7.64 | 06-30-2024 |
| EA SERIES TRUST | STRIVE 1000 GRWT | 52 | $1,457,715 | 36,574 | 0.00 | 0.00 | 12,951 | 54.82 | 06-30-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 53 | $1,416,059 | 29,454 | 0.00 | 0.00 | 3,263 | 12.46 | 06-30-2024 |
| APPLIED MATLS INC | COM | 54 | $1,414,814 | 5,995 | 0.00 | 0.00 | 406 | 7.26 | 06-30-2024 |
