Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENCHMARK FINANCIAL WEALTH ADVISORS LLC | 04-22-2024 | 03-31-2024 | 90 | 261,721,588 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $32,685,919 | 125,763 | 0.01 | 0.01 | -1,382 | -1.09 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $31,568,042 | 60,351 | 0.01 | 0.01 | 2,503 | 4.33 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 3 | $30,287,683 | 776,209 | 0.01 | 0.01 | 37,808 | 5.12 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 4 | $22,856,369 | 198,234 | 0.01 | 0.01 | 1,401 | 0.71 | 03-31-2024 |
