Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FMA WEALTH MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 40 | 120,676,924 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1 | $12,310,849 | 245,384 | 0.01 | 245,384 | +Inf | 03-31-2024 | |
| ISHARES TR | RUS 1000 GRW ETF | 2 | $12,154,048 | 36,070 | 0.01 | 36,070 | +Inf | 03-31-2024 | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 3 | $11,486,961 | 149,821 | 0.01 | 149,821 | +Inf | 03-31-2024 | |
| ISHARES TR | RUS 1000 VAL ETF | 4 | $10,929,499 | 61,025 | 0.01 | 61,025 | +Inf | 03-31-2024 |
