Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COOMBE BENDER & CO LLC | 04-30-2024 | 03-31-2024 | 75 | 164,554,972 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 1 | $11,255,765 | 114,925 | 0.01 | 0.01 | 10,715 | 10.28 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $10,366,384 | 21,565 | 0.01 | 0.01 | -872 | -3.89 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 3 | $9,501,693 | 157,573 | 0.01 | 0.01 | -1,570 | -0.99 | 03-31-2024 |
| ISHARES TR | 0-5YR INVT GR CP | 4 | $7,415,252 | 150,655 | 0.00 | 0.00 | 27,346 | 22.18 | 03-31-2024 |
