Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MILESTONE ADVISORY PARTNERS | 11-08-2023 | 09-30-2023 | 70 | 120,238,080 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $16,934,495 | 239,323 | 0.01 | 0.02 | 10,507 | 4.59 | 09-30-2023 |
| VANGUARD WELLINGTON FD | US VALUE FACTR | 2 | $7,132,201 | 71,265 | 0.01 | 0.01 | 14,452 | 25.44 | 09-30-2023 |
| VANGUARD WORLD FDS | CONSUM STP ETF | 3 | $6,908,945 | 37,822 | 0.01 | 0.01 | 3,609 | 10.55 | 09-30-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $6,534,895 | 23,998 | 0.01 | 0.01 | 3,697 | 18.21 | 09-30-2023 |
