Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LARAWAY FINANCIAL ADVISORS INC | 02-07-2024 | 12-31-2023 | 109 | 105,267,755 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $9,653,112 | 50,138 | 0.01 | 0.01 | -986 | -1.93 | 12-31-2023 |
VANGUARD INDEX FDS | VALUE ETF | 2 | $3,886,888 | 25,999 | 0.00 | 0.00 | 965 | 3.85 | 12-31-2023 |
SPDR S&P 500 ETF | TR UNIT | 3 | $3,877,957 | 8,159 | 0.00 | 0.00 | 197 | 2.47 | 12-31-2023 |
VANGUARD INDEX FDS | GROWTH ETF | 4 | $3,803,593 | 12,235 | 0.00 | 0.00 | 189 | 1.57 | 12-31-2023 |