Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HB WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 847 | 7,947,048,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $1,866,662,588 | 7,465,716 | 0.02 | 0.02 | 294,495 | 4.11 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2 | $814,295,346 | 4,459,230 | 0.01 | 0.01 | 612,202 | 15.91 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 3 | $405,233,597 | 8,076,454 | 0.01 | 0.01 | 443,033 | 5.80 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 4 | $306,453,229 | 5,113,471 | 0.00 | 0.00 | 105,919 | 2.12 | 03-31-2024 |
