Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SILVIA MCCOLL WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 109 | 116,606,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $16,126,697 | 206,409 | 0.01 | 0.01 | 1,782 | 0.87 | 03-31-2024 |
| APPLE INC | COM | 2 | $8,524,984 | 50,810 | 0.01 | 0.01 | 5,325 | 11.71 | 03-31-2024 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 3 | $6,845,329 | 37,098 | 0.01 | 0.01 | -792 | -2.09 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 4 | $6,613,537 | 40,656 | 0.01 | 0.01 | -796 | -1.92 | 03-31-2024 |
