Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOSER WEALTH ADVISORS LLC | 08-02-2023 | 06-30-2023 | 127 | 148,601,222 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $14,125,283 | 72,822 | 0.01 | 7.67 | -5,470 | -6.99 | 06-30-2023 |
| MICROSOFT CORP | COM | 2 | $12,856,506 | 37,753 | 0.01 | 7.05 | -1,211 | -3.11 | 06-30-2023 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 3 | $9,576,621 | 57,900 | 0.01 | 6.78 | 1,248 | 2.20 | 06-30-2023 |
| AMAZON COM INC | COM | 4 | $8,281,119 | 63,525 | 0.01 | 4.31 | -4,545 | -6.68 | 06-30-2023 |
