Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIT FINANCIAL GROUP LLC | 02-06-2024 | 12-31-2023 | 773 | 3,287,421,597 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 51 | $9,457,687 | 64,540 | 0.00 | 0.00 | -12,462 | -16.18 | 12-31-2023 |
| ISHARES TR | MSCI USA MIN VOL | 52 | $9,171,184 | 117,534 | 0.00 | 0.00 | -26,657 | -18.49 | 12-31-2023 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 53 | $9,053,664 | 123,095 | 0.00 | 0.00 | 34,445 | 38.86 | 12-31-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 54 | $8,379,030 | 111,572 | 0.00 | 0.00 | 10,818 | 10.74 | 12-31-2023 |
