Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CANOPY PARTNERS LLC | 05-15-2024 | 03-31-2024 | 200 | 204,647,486 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | ETF | 1 | $12,668,898 | 48,745 | 0.01 | 48,745 | +Inf | 03-31-2024 | |
| iShares Core MSCI EAFE ETF | ETF | 2 | $10,235,754 | 137,911 | 0.01 | 137,911 | +Inf | 03-31-2024 | |
| SPDR S&P 500 ETF | ETF | 3 | $9,798,147 | 18,732 | 0.00 | 18,732 | +Inf | 03-31-2024 | |
| Microsoft | Common Stock | 4 | $9,724,176 | 23,113 | 0.00 | 23,113 | +Inf | 03-31-2024 |
