Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LONGVIEW WEALTH MANAGEMENT | 04-16-2024 | 03-31-2024 | 176 | 252,295,436 |
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 | $1,087,576 | 5,668 | 0.00 | 0.00 | 350 | 6.58 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 52 | $1,067,813 | 6,581 | 0.00 | 0.00 | -74 | -1.11 | 03-31-2024 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 53 | $1,061,540 | 36,859 | 0.00 | 0.00 | 12,871 | 53.66 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 54 | $1,059,838 | 13,949 | 0.00 | 0.00 | 2,305 | 19.80 | 03-31-2024 |
