Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MANUFACTURERS LIFE INSURANCE COMPANY THE | COM | 1 | $4,855,185 | 211,095 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ABUNDANCE WEALTH COUNSELORS | COM | 2 | $2,321,000 | 94,909 | 0.53 | 0.57 | 0 | 0.00 | 03-31-2024 |
DIMENSIONAL FUND ADVISORS LP | COM | 3 | $2,096,289 | 91,143 | 0.00 | 0.00 | 2,404 | 2.71 | 12-31-2023 |
VANGUARD GROUP INC | COM | 4 | $1,238,550 | 53,850 | 0.00 | 0.00 | 1,889 | 3.64 | 12-31-2023 |