Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WBH ADVISORY INC | 04-16-2024 | 03-31-2024 | 310 | 971,816,564 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SML CP GRW ETF | 301 | $308,953 | 1,185 | 0.00 | 0.00 | 14 | 1.20 | 03-31-2024 |
| ISHARES TR | FLTG RATE NT ETF | 302 | $303,194 | 5,938 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CONV BD ETF | 303 | $296,728 | 3,717 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SNAP ON INC | COM | 304 | $296,220 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
