Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MANUFACTURERS LIFE INSURANCE COMPANY THE | COM | 1 | $5,161,273 | 211,095 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
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 | $2,220,500 | 90,818 | 0.00 | 0.00 | -325 | -0.36 | 03-31-2024 |
VANGUARD GROUP INC | COM | 4 | $1,321,865 | 54,064 | 0.00 | 0.00 | 214 | 0.40 | 03-31-2024 |