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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | CONSUM STP ETF | 251 | $253,788 | 1,250 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Chubb Ltd | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | NaN | 03-31-2019 |
| Varian Medical Systems Inc | COM | 253 | $252,206 | 1,900 | 0.00 | 1,900 | +Inf | 03-31-2021 | |
| VANGUARD STAR FDS | VG TL INTL STK F | 254 | $252,113 | 4,181 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
