Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YARGER WEALTH STRATEGIES LLC | 04-29-2024 | 03-31-2024 | 78 | 146,864,872 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JANUS DETROIT STR TR | HENDRSON AAA CL | 1 | $13,441,896 | 264,917 | 0.01 | 0.01 | -19 | -0.01 | 03-31-2024 |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | 2 | $9,101,750 | 239,520 | 0.01 | 0.00 | 126,772 | 112.44 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 3 | $8,066,748 | 66,673 | 0.01 | 0.00 | 55,774 | 511.74 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 4 | $7,228,920 | 83,407 | 0.00 | 0.00 | 22,108 | 36.07 | 03-31-2024 |
