Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HUBBELL STRICKLAND WEALTH MANAGEMENT LLC | 07-16-2024 | 06-30-2024 | 78 | 199,272,247 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1 | $64,561,283 | 353,664 | 0.03 | 0.03 | -3,704 | -1.04 | 06-30-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $19,609,177 | 35,834 | 0.01 | 0.01 | -67 | -0.19 | 06-30-2024 |
| SPDR SER TR | S&P DIVID ETF | 3 | $14,014,561 | 110,195 | 0.01 | 0.01 | -47 | -0.04 | 06-30-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $13,359,752 | 228,294 | 0.01 | 0.01 | 94 | 0.04 | 06-30-2024 |
