Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALUED WEALTH ADVISORS LLC | 04-30-2024 | 03-31-2024 | 612 | 141,159,361 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 101 | $27,771 | 158 | 0.00 | 158 | +Inf | 03-31-2024 | |
| GRAINGER W W INC | COM | 102 | $27,468 | 27 | 0.00 | 27 | +Inf | 03-31-2024 | |
| NETFLIX INC | COM | 103 | $27,330 | 45 | 0.00 | 45 | +Inf | 03-31-2024 | |
| FASTENAL CO | COM | 104 | $26,539 | 344 | 0.00 | 344 | +Inf | 03-31-2024 |
