Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PACES FERRY WEALTH ADVISORS LLC | 03-31-2024 | 03-31-2024 | 111 | 156,143,256 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $12,231,492 | 71,329 | 0.01 | 0.01 | 939 | 1.33 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 2 | $11,419,411 | 123,160 | 0.01 | 0.01 | 35,132 | 39.91 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $8,356,171 | 103,636 | 0.01 | 0.00 | 49,846 | 92.67 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 4 | $8,155,596 | 161,657 | 0.01 | 0.01 | 7,466 | 4.84 | 03-31-2024 |
