Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRAPHAGEN INVESTMENT ADVISORS LLC | 07-23-2024 | 06-30-2024 | 174 | 921,163,344 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 201 | $370,331 | 1,453 | 0.00 | 0.00 | 156 | 12.03 | 06-30-2024 |
| RTX | COM | Liquidated | $0 | 0 | 0.00 | 3,720 | +Inf | 12-31-2023 | |
| MICROSTRATEGY INC | CL A NEW | 203 | $356,767 | 259 | 0.00 | 259 | +Inf | 06-30-2024 | |
| SCHWAB CHARLES CORP | COM | Liquidated | $0 | 0 | 0.00 | 4,887 | +Inf | 12-31-2023 |
