Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRON HORSE WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 471 | 252,993,517 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 1 | $27,507,559 | 227,354 | 0.01 | 0.01 | 6,483 | 2.94 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 2 | $25,033,784 | 82,156 | 0.01 | 0.01 | 568 | 0.70 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 3 | $20,219,905 | 440,809 | 0.01 | 0.01 | 51,929 | 13.35 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 4 | $20,100,790 | 249,668 | 0.01 | 0.01 | 19,500 | 8.47 | 03-31-2024 |
