Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ADVISORY PARTNERS LLC | 04-17-2024 | 03-31-2024 | 66 | 258,786,312 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1 | $27,396,023 | 340,281 | 0.01 | 0.01 | 16,595 | 5.13 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $25,192,342 | 73,191 | 0.01 | 0.01 | -15,734 | -17.69 | 03-31-2024 |
| ISHARES TR | 0-5YR HI YL CP | 3 | $16,864,182 | 396,338 | 0.01 | 0.01 | 19,814 | 5.26 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $10,723,028 | 65,842 | 0.00 | 0.00 | -8,791 | -11.78 | 03-31-2024 |
