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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF | ETF | 151 | $404,510 | 2,215 | 0.00 | 2,215 | +Inf | 03-31-2024 | |
| Vanguard Explorer Fund - Admiral Class | Mutual Fund | 152 | $370,545 | 3,346 | 0.00 | 0.00 | 143 | 4.46 | 03-31-2024 |
| American Funds Trgt Date Ret 2030 R6 | Mutual Fund | 153 | $368,723 | 21,690 | 0.00 | 21,690 | +Inf | 03-31-2024 | |
| Vanguard Mid Cap Value ETF | ETF | 154 | $361,711 | 2,320 | 0.00 | 0.00 | 188 | 8.82 | 03-31-2024 |
