Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MURPHY MIDDLETON HINKLE & PARKER INC | 04-11-2024 | 03-31-2024 | 136 | 171,748,923 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | MSCI EAFE ETF | 1 | $6,116,208 | 76,587 | 0.00 | 0.00 | -549 | -0.71 | 03-31-2024 |
HOME DEPOT INC | COM | 2 | $5,704,592 | 14,871 | 0.00 | 0.00 | -573 | -3.71 | 03-31-2024 |
MICROSOFT CORP | COM | 3 | $5,411,417 | 12,862 | 0.00 | 0.00 | -578 | -4.30 | 03-31-2024 |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 4 | $4,989,156 | 53,809 | 0.00 | 0.00 | 8,851 | 19.69 | 03-31-2024 |