Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABACUS PLANNING GROUP INC | 01-19-2024 | 12-31-2023 | 203 | 474,242,107 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC | COM | 151 | $356,028 | 1,353 | 0.00 | 0.00 | 154 | 12.84 | 12-31-2023 |
| ADOBE INC | COM | 152 | $353,187 | 592 | 0.00 | 0.00 | 177 | 42.65 | 12-31-2023 |
| VANGUARD WORLD FD | ESG US STK ETF | 153 | $351,723 | 4,135 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 154 | $347,635 | 2,040 | 0.00 | 0.00 | 17 | 0.84 | 12-31-2023 |
