Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROBINSON SMITH WEALTH ADVISORS LLC | 04-25-2024 | 03-31-2024 | 79 | 104,063,036 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 1 | $18,298,565 | 299,731 | 0.02 | 299,731 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE S&P US VLU | 2 | $9,036,694 | 99,919 | 0.01 | 99,919 | +Inf | 03-31-2024 | |
| JOHNSON & JOHNSON | COM | 3 | $6,599,552 | 41,719 | 0.01 | 41,719 | +Inf | 03-31-2024 | |
| ISHARES TR | TRS FLT RT BD | 4 | $5,355,194 | 105,646 | 0.01 | 105,646 | +Inf | 03-31-2024 |
