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 |
|---|---|---|---|---|---|---|---|---|---|
| TIAA-CREF Core Bond Instl | Mutual Fund | 251 | $108,522 | 11,939 | 0.00 | 11,939 | +Inf | 03-31-2024 | |
| PGIM High Yield R6 | Mutual Fund | 252 | $78,959 | 16,693 | 0.00 | 16,693 | +Inf | 03-31-2024 |
