Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KAVAR CAPITAL PARTNERS GROUP LLC | 05-14-2024 | 03-31-2024 | 158 | 541,887,960 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 1 | $28,084,588 | 416,747 | 0.01 | 0.01 | -367,501 | -46.86 | 03-31-2024 |
| APPLE INC | COM | 2 | $27,626,174 | 161,104 | 0.01 | 0.01 | -147,316 | -47.76 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 3 | $25,760,844 | 415,096 | 0.00 | 0.01 | -389,328 | -48.40 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 4 | $21,846,682 | 559,884 | 0.00 | 0.00 | -540,416 | -49.12 | 03-31-2024 |
