Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WBH ADVISORY INC | 01-09-2024 | 12-31-2023 | 305 | 899,102,255 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDS | INF TECH ETF | 1 | $48,861,853 | 100,954 | 0.01 | 0.01 | -744 | -0.73 | 12-31-2023 |
VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $39,006,396 | 164,431 | 0.00 | 0.00 | -3,460 | -2.06 | 12-31-2023 |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 3 | $31,003,020 | 556,907 | 0.00 | 0.00 | 14,679 | 2.71 | 12-31-2023 |
VANGUARD STAR FDS | VG TL INTL STK F | 4 | $26,709,953 | 460,834 | 0.00 | 0.00 | -16,789 | -3.52 | 12-31-2023 |