Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUTUS ASSET MANAGEMENT LLC | 10-13-2022 | 09-30-2022 | 382 | 521,876,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SMALL CP ETF | 1 | $30,111,000 | 176,175 | 5.77 | 5.59 | -2,264 | -1.27 | 09-30-2022 |
| APPLE INC | COM | 2 | $18,349,000 | 132,775 | 3.52 | 3.26 | -1,341 | -1.00 | 09-30-2022 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 3 | $17,021,000 | 224,920 | 3.26 | 3.20 | 448 | 0.20 | 09-30-2022 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4 | $16,936,000 | 465,788 | 3.25 | 3.46 | -10,426 | -2.19 | 09-30-2022 |
