Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 449 | 104,702,166 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 351 | $1,437 | 31 | 0.00 | 31 | +Inf | 12-31-2023 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 352 | $1,389 | 29 | 0.00 | 29 | +Inf | 12-31-2023 | |
| BORGWARNER INC | COM | 353 | $1,358 | 38 | 0.00 | 38 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 354 | $1,354 | 24 | 0.00 | 24 | +Inf | 12-31-2023 |
