Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOCUS FINANCIAL NETWORK INC /ADV | 02-12-2024 | 12-31-2023 | 710 | 2,660,883,726 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $127,900,291 | 664,314 | 0.00 | 664,314 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 2 | $121,792,166 | 1,467,650 | 0.00 | 1,467,650 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE S&P500 ETF | 3 | $107,839,667 | 225,781 | 0.00 | 225,781 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 4 | $95,831,386 | 1,258,786 | 0.00 | 1,258,786 | +Inf | 12-31-2023 |
