Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL INSIGHT PARTNERS LLC | 07-22-2024 | 06-30-2024 | 157 | 529,872,220 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ISHS 1-5YR INVS | 101 | $1,688,256 | 32,948 | 0.00 | 0.00 | -1,484 | -4.31 | 06-30-2024 |
| TOLL BROTHERS INC | COM | 102 | $1,652,949 | 14,351 | 0.00 | 0.00 | 355 | 2.54 | 06-30-2024 |
| VISA INC | COM CL A | 103 | $1,521,802 | 5,798 | 0.00 | 0.00 | 133 | 2.35 | 06-30-2024 |
| ISHARES TR | AGGRES ALLOC ETF | 104 | $1,463,221 | 19,567 | 0.00 | 0.00 | 188 | 0.97 | 06-30-2024 |
