Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREY FOX WEALTH ADVISORS LLC | 04-11-2024 | 03-31-2024 | 136 | 265,930,313 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Value ETF | ETF | 1 | $36,795,265 | 225,932 | 0.01 | 0.01 | 131,315 | 138.79 | 03-31-2024 |
| Vanguard Growth Index ETF | ETF | 2 | $30,035,163 | 87,261 | 0.01 | 0.01 | 10,332 | 13.43 | 03-31-2024 |
| Vanguard FTSE Developed Markets ETF | ETF | 3 | $19,775,609 | 394,172 | 0.01 | 0.01 | 108,066 | 37.77 | 03-31-2024 |
| iShares Core US Aggregate Bond ETF | ETF | 4 | $15,582,749 | 159,105 | 0.01 | 0.01 | 31,656 | 24.84 | 03-31-2024 |
