Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMPTON WEALTH ADVISORY GROUP LLC | 04-11-2024 | 03-31-2024 | 102 | 365,377,087 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SM CP VAL ETF | 51 | $1,616,013 | 8,422 | 0.00 | 0.00 | -25 | -0.30 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 52 | $1,497,668 | 9,231 | 0.00 | 0.00 | 261 | 2.91 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 53 | $1,464,324 | 5,634 | 0.00 | 5,634 | +Inf | 03-31-2024 | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | Liquidated | $0 | 0 | 0.00 | 0.00 | -105,101 | -84.42 | 12-31-2023 |
