Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BCK PARTNERS INC | 04-30-2024 | 03-31-2024 | 29 | 186,862,744 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $49,380,388 | 102,726 | 0.03 | 0.03 | -2,446 | -2.33 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 2 | $41,760,465 | 540,169 | 0.02 | 0.02 | 68,072 | 14.42 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 3 | $29,431,559 | 117,792 | 0.02 | 0.02 | 4,293 | 3.78 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 4 | $22,634,136 | 99,016 | 0.01 | 0.01 | 2,685 | 2.79 | 03-31-2024 |
