Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARCHFORD CAPITAL STRATEGIES LLC | 07-17-2024 | 06-30-2024 | 258 | 617,086,979 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROWTH ETF | GROWTH ETF | 1 | $37,841,749 | 101,178 | 0.01 | 0.01 | 2,830 | 2.88 | 06-30-2024 |
| VANGUARD TOTAL BOND MARKET ETF | TOTAL BND MRKT | 2 | $30,827,805 | 427,867 | 0.00 | 0.01 | 16,954 | 4.13 | 06-30-2024 |
| ISHARES CORE MSCI EAFE ETF | CORE MSCI EAFE | 3 | $23,440,251 | 322,691 | 0.00 | 0.00 | 10,013 | 3.20 | 06-30-2024 |
| MICROSOFT CORP COM | COM | 4 | $20,794,580 | 46,526 | 0.00 | 0.00 | 881 | 1.93 | 06-30-2024 |
