Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIGELOW INVESTMENT ADVISORS LLC | 05-08-2024 | 03-31-2024 | 153 | 203,435,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $13,292,494 | 25,412 | 0.01 | 0.01 | -582 | -2.24 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $12,294,320 | 23,385 | 0.01 | 0.01 | -1,241 | -5.04 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $9,442,033 | 51,706 | 0.00 | 0.00 | 5,204 | 11.19 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 4 | $5,752,776 | 92,697 | 0.00 | 0.00 | -255 | -0.27 | 03-31-2024 |
