Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WBH ADVISORY INC | 04-16-2024 | 03-31-2024 | 310 | 971,816,564 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI TOTAL | 51 | $4,687,858 | 69,081 | 0.00 | 0.00 | 729 | 1.07 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 52 | $4,661,337 | 10,498 | 0.00 | 0.00 | -99 | -0.93 | 03-31-2024 |
| ISHARES U S ETF TR | BLACKROCK SH DUR | 53 | $4,543,995 | 90,051 | 0.00 | 0.00 | 21,067 | 30.54 | 03-31-2024 |
| MCDONALDS CORP | COM | 54 | $4,540,829 | 16,105 | 0.00 | 0.00 | -649 | -3.87 | 03-31-2024 |
