Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOCUS FINANCIAL NETWORK INC | 04-24-2024 | 03-31-2024 | 626 | 2,051,678,590 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $136,223,313 | 160,885 | 0.01 | 160,885 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 2 | $101,300,348 | 1,137,950 | 0.00 | 1,137,950 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE S&P500 ETF | 3 | $92,965,132 | 185,234 | 0.00 | 185,234 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 4 | $77,376,222 | 1,020,660 | 0.00 | 1,020,660 | +Inf | 03-31-2024 |
