Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HUBBELL STRICKLAND WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 78 | 197,701,006 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1 | $65,253,621 | 357,368 | 0.03 | 0.03 | -634 | -0.18 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $18,868,131 | 35,901 | 0.01 | 0.01 | 119 | 0.33 | 03-31-2024 |
| SPDR SER TR | S&P DIVID ETF | 3 | $14,466,833 | 110,242 | 0.01 | 0.01 | -2,214 | -1.97 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $13,866,843 | 228,200 | 0.01 | 0.01 | 182,300 | 397.17 | 03-31-2024 |
