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 |
|---|---|---|---|---|---|---|---|---|---|
| Johnson & Johnson | Common Stock | 51 | $1,740,845 | 11,005 | 0.00 | 0.00 | -541 | -4.69 | 03-31-2024 |
| Alphabet Inc. Class A | Common Stock | 52 | $1,672,908 | 11,084 | 0.00 | 0.00 | -136 | -1.21 | 03-31-2024 |
| iShares iBoxx High Yield Bond ETF | ETF | 53 | $1,580,029 | 20,327 | 0.00 | 0.00 | -665 | -3.17 | 03-31-2024 |
| SPDR Nuveen Bloomberg Barclays Short Term | ETF | 54 | $1,574,547 | 33,190 | 0.00 | 0.00 | -7,464 | -18.36 | 03-31-2024 |
