Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MUIRFIELD WEALTH ADVISORS LLC | 04-22-2024 | 03-31-2024 | 60 | 103,790,569 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1 | $12,667,715 | 74,793 | 0.01 | 0.01 | 3,110 | 4.34 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 2 | $8,947,335 | 154,078 | 0.01 | 0.01 | 1,297 | 0.85 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 3 | $7,227,754 | 116,464 | 0.01 | 0.01 | -2,300 | -1.94 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4 | $5,775,787 | 31,629 | 0.01 | 0.01 | -56 | -0.18 | 03-31-2024 |
