Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOSER WEALTH ADVISORS LLC | 08-02-2023 | 06-30-2023 | 127 | 148,601,222 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 51 | $780,126 | 9,871 | 0.00 | 0.60 | -370 | -3.61 | 06-30-2023 |
| TARGET CORP | COM | 52 | $753,545 | 5,713 | 0.00 | 0.67 | -224 | -3.77 | 06-30-2023 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 53 | $746,865 | 15,750 | 0.00 | 0.54 | 510 | 3.35 | 06-30-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 54 | $742,757 | 10,228 | 0.00 | 0.56 | 345 | 3.49 | 06-30-2023 |
