Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PHILLIPS WEALTH PLANNERS LLC | 04-29-2024 | 03-31-2024 | 174 | 86,960,912 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $4,046,548 | 8,744 | 0.00 | 0.00 | -367 | -4.03 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $2,563,782 | 6,184 | 0.00 | 0.00 | -38 | -0.61 | 03-31-2024 |
| BROADCOM INC | COM | 3 | $1,879,291 | 1,414 | 0.00 | 0.00 | -303 | -17.65 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 4 | $1,510,381 | 26,856 | 0.00 | 0.00 | 1,574 | 6.23 | 03-31-2024 |
