Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BLUME CAPITAL MANAGEMENT INC 08-10-2023 06-30-2023 321 341,641,621
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $16,695,163 86,071 0.00 4.60 -2,389 -2.70 06-30-2023
DIMENSIONAL ETF TRUST INTL CORE EQUITY 2 $14,760,699 608,187 0.00 4.24 21,062 3.59 06-30-2023
SELECT SECTOR SPDR TR ENERGY 3 $14,182,023 174,720 0.00 4.96 -8,181 -4.47 06-30-2023
ALPHABET INC CAP STK CL C 4 $12,704,028 105,018 0.00 3.46 9,608 10.07 06-30-2023
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