Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALBION FINANCIAL GROUP /UT | 07-10-2024 | 06-30-2024 | 512 | 1,327,427,742 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 201 | $234,454 | 4,043 | 0.00 | 0.00 | -1,332 | -24.78 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 202 | $233,655 | 1,281 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 203 | $230,751 | 981 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ZOETIS INC | CL A | 204 | $226,755 | 1,308 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
