Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CSM ADVISORS LLC | 08-14-2024 | 06-30-2024 | 127 | 1,418,229,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COMMON | 51 | $14,520,000 | 102,821 | 1.02 | 0.86 | -1,008 | -0.97 | 06-30-2024 |
| CHEVRON CORP | COMMON | 52 | $14,373,000 | 91,893 | 1.01 | 0.86 | 9,082 | 10.97 | 06-30-2024 |
| VANGUARD TAX MANAGED | FTSE DEV MKT ETF | 53 | $14,369,000 | 290,704 | 1.01 | 0.81 | 45,038 | 18.33 | 06-30-2024 |
| PAYPAL HLDGS INC | COM | 54 | $13,471,000 | 232,130 | 0.95 | 1.02 | 0 | 0.00 | 06-30-2024 |
