Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIDIAN WEALTH PARTNERS LLC | 05-10-2024 | 03-31-2024 | 107 | 554,071,270 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | EXTEND MKT ETF | 51 | $729,474 | 4,162 | 0.00 | 0.00 | -691 | -14.24 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 52 | $691,288 | 15,028 | 0.00 | 0.00 | -173 | -1.14 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 53 | $615,555 | 3,371 | 0.00 | 0.00 | -326 | -8.82 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 54 | $605,557 | 3,977 | 0.00 | 0.00 | 153 | 4.00 | 03-31-2024 |
