Position Size ($1000s)
$143,708
| $161,905
| $146,153
| 09/30/2022 | 12/31/2022 | 03/31/2023 | Share Count
642,415
| 652,710
| 612,905
| 09/30/2022 | 12/31/2022 | 03/31/2023 |
|
Entity | 03/31/2023 Amount |
03/31/2023 Position Size ($ in 1000's) |
VANGUARD WORLD FDS (VHT) |
612,905 |
$146,153 | VHT | 612,905 | $146,153 |
 |
Entity | 12/31/2022 Amount |
12/31/2022 Position Size ($ in 1000's) |
VANGUARD WORLD FDS (VHT) |
652,710 |
$161,905 | VHT | 652,710 | $161,905 |
 |
Entity | 09/30/2022 Amount |
09/30/2022 Position Size ($ in 1000's) |
VANGUARD WORLD FDS (VHT) |
642,415 |
$143,708 | VHT | 642,415 | $143,708 |
Top Stocks Held at 03/31/2023: IVV, VTI, SPY, AAPL, BND, More »
Size ($ in 1000's)
At 03/31/2023: $128,471,686 At 12/31/2022: $116,786,035 At 09/30/2022: $103,648,617
LPL Financial LLC Top Holdings
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