Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WBH ADVISORY INC | 04-16-2024 | 03-31-2024 | 310 | 971,816,564 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | INF TECH ETF | 1 | $51,789,945 | 98,772 | 0.01 | 0.01 | -2,182 | -2.16 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $42,902,490 | 165,073 | 0.00 | 0.00 | 642 | 0.39 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 3 | $36,646,579 | 600,272 | 0.00 | 0.00 | 43,365 | 7.79 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 4 | $28,339,517 | 469,975 | 0.00 | 0.00 | 9,141 | 1.98 | 03-31-2024 |
