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 |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC COM | COM | 51 | $5,866,801 | 3,654 | 0.00 | 0.00 | -42 | -1.14 | 06-30-2024 |
| VANGUARD SMALL CAP VALUE ETF | SM CP VAL ETF | 52 | $5,844,265 | 32,020 | 0.00 | 0.00 | 469 | 1.49 | 06-30-2024 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | US LCAP GR ETF | 53 | $5,683,949 | 56,366 | 0.00 | 0.00 | 1,577 | 2.88 | 06-30-2024 |
| GOLDMAN SACHS ACTIVE BETA INTERNATIONAL EQUITY ETF | ACTIVEBETA INT | 54 | $5,277,944 | 156,848 | 0.00 | 0.00 | 5,121 | 3.38 | 06-30-2024 |
