Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCNAUGHTON WEALTH MANAGEMENT LLC | 04-12-2024 | 03-31-2024 | 53 | 180,354,296 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1 | $17,247,604 | 237,472 | 0.01 | 0.01 | 14,652 | 6.58 | 03-31-2024 |
| SPDR SER TR | SSGA US LRG ETF | 2 | $13,859,556 | 88,992 | 0.01 | 0.01 | 2,272 | 2.62 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 3 | $12,875,447 | 24,491 | 0.01 | 0.01 | 18 | 0.07 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 4 | $12,342,209 | 102,010 | 0.01 | 0.01 | 1,259 | 1.25 | 03-31-2024 |
