Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HHM WEALTH ADVISORS LLC | 02-05-2024 | 12-31-2023 | 756 | 574,676,330 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | HEALTH CAR ETF | 101 | $342,206 | 1,365 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | Liquidated | $0 | 0 | 0.00 | 11,669 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 103 | $336,190 | 9,644 | 0.00 | 0.00 | -100 | -1.03 | 12-31-2023 |
| PEPSICO INC | COM | 104 | $335,604 | 1,976 | 0.00 | 0.00 | -167 | -7.79 | 12-31-2023 |
