Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALBION FINANCIAL GROUP /UT | 04-19-2024 | 03-31-2024 | 503 | 1,295,413,673 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PHILIP MORRIS INTL INC | COM | Liquidated | $82,458 | 900 | 0.00 | 0.00 | 900 | +Inf | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 252 | $82,293 | 360 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 253 | $80,692 | 239 | 0.00 | 0.00 | 208 | 670.97 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 254 | $80,630 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
