Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HOWARD WEALTH MANAGEMENT LLC | 05-06-2024 | 03-31-2024 | 104 | 122,967,741 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | GROWTH ETF | 1 | $12,235,622 | 35,548 | 0.01 | 0.01 | 20 | 0.06 | 03-31-2024 |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2 | $11,944,980 | 98,727 | 0.01 | 0.01 | -169 | -0.17 | 03-31-2024 |
VANGUARD INDEX FDS | SMALL CP ETF | 3 | $7,262,076 | 31,769 | 0.01 | 0.01 | 87 | 0.27 | 03-31-2024 |
APPLE INC | COM | 4 | $5,887,423 | 34,333 | 0.00 | 0.01 | 700 | 2.08 | 03-31-2024 |