Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 190 | 937,856,777 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 1 | $184,487,146 | 3,021,902 | 0.02 | 0.02 | 6,210 | 0.21 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 2 | $59,423,823 | 366,249 | 0.01 | 0.01 | -1,379 | -0.38 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 3 | $47,621,868 | 166,156 | 0.01 | 0.01 | -2,130 | -1.27 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 4 | $44,710,383 | 971,965 | 0.00 | 0.01 | 22,362 | 2.35 | 03-31-2024 |
