Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MEADOW CREEK WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 130 | 143,729,301 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA COMPANY | Common Stock | 1 | $26,665,915 | 435,860 | 0.02 | 0.03 | -185 | -0.04 | 03-31-2024 |
| ISHARES TR CORE S&P500 ETF | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 2 | $5,038,071 | 9,583 | 0.00 | 0.00 | -36 | -0.37 | 03-31-2024 |
| APPLE INCORPORATED | Common Stock | 3 | $4,864,535 | 28,368 | 0.00 | 0.00 | 10,691 | 60.48 | 03-31-2024 |
| MICROSOFT CORPORATION | Common Stock | 4 | $4,580,328 | 10,887 | 0.00 | 0.00 | 257 | 2.42 | 03-31-2024 |
