Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CLAYTON FINANCIAL GROUP LLC 08-01-2024 06-30-2024 106 231,215,705
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS VALUE ETF 1 $21,792,320 133,810 0.01 0.01 7,821 6.21 06-30-2024
VANGUARD INDEX FDS GROWTH ETF 2 $21,676,867 62,978 0.01 0.01 3,236 5.42 06-30-2024
VANGUARD INDEX FDS MCAP GR IDXVIP 3 $17,711,639 75,116 0.01 0.01 3,112 4.32 06-30-2024
VANGUARD INDEX FDS MCAP VL IDXVIP 4 $16,388,967 105,118 0.01 0.01 6,282 6.36 06-30-2024
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