Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRYANT WOODS INVESTMENT ADVISORS LLC | 01-18-2024 | 12-31-2023 | 43 | 156,837,517 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $41,626,264 | 87,150 | 0.03 | 0.02 | 16,527 | 23.40 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 2 | $21,638,992 | 78,077 | 0.01 | 0.01 | -1,343 | -1.69 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $13,059,492 | 29,899 | 0.01 | 0.01 | 4,414 | 17.32 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $13,039,269 | 120,445 | 0.01 | 0.01 | -18,886 | -13.55 | 12-31-2023 |
