Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CAPITAL INSIGHT PARTNERS LLC | 07-22-2024 | 06-30-2024 | 157 | 529,872,220 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD WORLD FD | INF TECH ETF | 151 | $691,908 | 1,200 | 0.00 | 0.00 | -220 | -15.49 | 06-30-2024 |
AFLAC INC | COM | 152 | $687,062 | 7,693 | 0.00 | 0.00 | 190 | 2.53 | 06-30-2024 |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 153 | $661,535 | 8,930 | 0.00 | 0.00 | 102 | 1.16 | 06-30-2024 |
CONOCOPHILLIPS | COM | 154 | $639,613 | 5,592 | 0.00 | 0.00 | 135 | 2.47 | 06-30-2024 |