Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAS WEALTH PARTNERS INC | 01-19-2024 | 12-31-2023 | 433 | 1,052,505,255 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 251 | $385,680 | 9,384 | 0.00 | 0.00 | 1,238 | 15.20 | 12-31-2023 |
| QUALCOMM INC | COM | 252 | $382,010 | 2,641 | 0.00 | 0.00 | 604 | 29.65 | 12-31-2023 |
| ISHARES TR | RUS 1000 ETF | 253 | $377,342 | 1,439 | 0.00 | 0.00 | -24 | -1.64 | 12-31-2023 |
| ISHARES TR | MSCI EAFE MIN VL | 254 | $371,637 | 5,360 | 0.00 | 0.00 | 312 | 6.18 | 12-31-2023 |
