Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN TRUST | 06-11-2024 | 03-31-2024 | 286 | 1,197,090,326 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 | Equities | 1 | $185,849,864 | 386,623 | 0.02 | 0.01 | -2,373 | -0.61 | 03-31-2024 |
| ISHARES CORE DIVIDEND GROWTH | Equities | 2 | $84,041,618 | 1,447,496 | 0.01 | 0.01 | -616,464 | -29.87 | 03-31-2024 |
| IDACORP Inc | Equities | 3 | $76,847,361 | 827,294 | 0.01 | 0.01 | -990 | -0.12 | 03-31-2024 |
| VANGUARD INTERMED TERM BOND ETF | Equities | 4 | $74,904,640 | 993,430 | 0.01 | 0.01 | 67 | 0.01 | 03-31-2024 |
