Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HB WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 847 | 7,947,048,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 101 | $8,503,000 | 171,604 | 0.00 | 0.00 | 21,476 | 14.31 | 03-31-2024 |
| LAM RESEARCH CORP | COM | 102 | $8,424,792 | 8,671 | 0.00 | 0.00 | -1,078 | -11.06 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 103 | $8,365,691 | 69,999 | 0.00 | 0.00 | 395 | 0.57 | 03-31-2024 |
| ISHARES TR | U S EQUITY FACTR | 104 | $8,363,087 | 155,418 | 0.00 | 0.00 | -13,701 | -8.10 | 03-31-2024 |
