Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLOOOM INC | 11-01-2022 | 09-30-2022 | 38 | 52,666,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $15,457,000 | 86,096 | 29.35 | 29.23 | -4,151 | -4.60 | 09-30-2022 |
| VANGUARD STAR FDS | VG TL INTL STK F | 2 | $7,880,000 | 172,108 | 14.96 | 15.95 | -7,700 | -4.28 | 09-30-2022 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 3 | $6,532,000 | 88,816 | 12.40 | 11.56 | 2,119 | 2.44 | 09-30-2022 |
| PROGRESSIVE CORP | COM | 4 | $2,236,000 | 19,201 | 4.25 | 3.48 | 1,664 | 9.49 | 09-30-2022 |
