Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DILIGENT INVESTORS LLC 07-15-2024 06-30-2024 337 403,769,752
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $24,440,669 54,683 0.01 0.01 408 0.75 06-30-2024
APPLE INC COM 2 $17,913,326 85,050 0.00 0.00 1,966 2.37 06-30-2024
SPDR SER TR PRTFLO S&P500 GW 3 $16,943,299 211,448 0.00 0.00 -4,390 -2.03 06-30-2024
SPDR SER TR PRTFLO S&P500 VL 4 $14,579,645 299,131 0.00 0.00 -5,450 -1.79 06-30-2024
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