Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 81 | 3,646,598,423 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NATIONAL MUN ETF | 1 | $405,474,138 | 3,768,347 | 0.01 | 0.00 | 3,487,369 | 1241.15 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 2 | $395,660,244 | 6,813,505 | 0.01 | 0.01 | 406,367 | 6.34 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $334,840,322 | 4,152,801 | 0.01 | 0.01 | 54,878 | 1.34 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 4 | $306,371,310 | 4,218,247 | 0.01 | 0.01 | -624,822 | -12.90 | 03-31-2024 |
