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 | S&P MC 400VL ETF | 101 | $450,610 | 3,809 | 0.00 | 0.00 | 214 | 5.95 | 03-31-2024 |
ORACLE CORP | COM | 102 | $447,423 | 3,562 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
META PLATFORMS INC | CL A | 103 | $435,192 | 896 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VANGUARD INDEX FDS | SML CP GRW ETF | 104 | $426,277 | 1,635 | 0.00 | 0.00 | 8 | 0.49 | 03-31-2024 |