Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WBH ADVISORY INC 01-09-2024 12-31-2023 305 899,102,255
Institutional Holdings
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
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