Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MERIDIAN FINANCIAL PARTNERS LLC | 01-19-2024 | 12-31-2023 | 52 | 97,517,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | CORE DIV GRWTH | 1 | $15,457,000 | 288,330 | 15.85 | 14.31 | 3,443 | 1.21 | 12-31-2023 |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 2 | $13,467,000 | 267,306 | 13.81 | 13.17 | 10,519 | 4.10 | 12-31-2023 |
SPDR SER TR | PORTFOLIO SH TSR | 3 | $7,148,000 | 245,876 | 7.33 | 6.98 | 7,767 | 3.26 | 12-31-2023 |
APPLE INC | COM | 4 | $6,473,000 | 34,314 | 6.64 | 6.14 | 144 | 0.42 | 12-31-2023 |