Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MURPHY MIDDLETON HINKLE & PARKER INC | 01-24-2024 | 12-31-2023 | 133 | 162,010,015 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | MSCI EAFE ETF | 1 | $5,812,217 | 77,136 | 0.00 | 0.00 | -1,291 | -1.65 | 12-31-2023 |
HOME DEPOT INC | COM | 2 | $5,351,975 | 15,444 | 0.00 | 0.00 | 3 | 0.02 | 12-31-2023 |
MICROSOFT CORP | COM | 3 | $5,054,024 | 13,440 | 0.00 | 0.00 | -663 | -4.70 | 12-31-2023 |
APPLE INC | COM | 4 | $4,483,642 | 23,288 | 0.00 | 0.00 | -999 | -4.11 | 12-31-2023 |