Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREY FOX WEALTH ADVISORS LLC | 04-11-2024 | 03-31-2024 | 136 | 265,930,313 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | Common Stock | 101 | $716,782 | 3,579 | 0.00 | 0.00 | -169 | -4.51 | 03-31-2024 |
| iShares Trust Rus Mid Cap ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,030 | -33.82 | 03-31-2024 |
| Schwab S&P 500 Index Fund | Mutual Fund | 103 | $673,968 | 8,340 | 0.00 | 8,340 | +Inf | 03-31-2024 | |
| Microsoft Corp | Common Stock | 104 | $636,833 | 1,514 | 0.00 | 0.00 | 234 | 18.28 | 03-31-2024 |
