Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARIETTA WEALTH MANAGEMENT LLC | 01-30-2024 | 12-31-2023 | 102 | 561,377,897 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $21,325,277 | 110,763 | 0.00 | 0.00 | -713 | -0.64 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $16,834,773 | 44,769 | 0.00 | 0.00 | 62 | 0.14 | 12-31-2023 |
| VANGUARD INDEX FDS | SMALL CP ETF | 3 | $16,328,822 | 76,543 | 0.00 | 0.00 | 50 | 0.07 | 12-31-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 4 | $16,125,799 | 69,317 | 0.00 | 0.00 | 343 | 0.50 | 12-31-2023 |
