Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MADISON WEALTH PARTNERS INC | 04-29-2024 | 03-31-2024 | 124 | 276,450,117 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 51 | $745,279 | 3,108 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 52 | $738,472 | 14,594 | 0.00 | 0.00 | 1,977 | 15.67 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 53 | $733,892 | 14,904 | 0.00 | 0.00 | 686 | 4.82 | 03-31-2024 |
| META PLATFORMS INC | CL A | 54 | $725,942 | 1,495 | 0.00 | 0.00 | 78 | 5.50 | 03-31-2024 |
