Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CX INSTITUTIONAL 01-12-2024 12-31-2023 524 1,870,257,764
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $47,583,089 99,623 0.00 0.00 -25,473 -20.36 12-31-2023
ISHARES TR 0-3 MNTH TREASRY 2 $39,693,630 395,867 0.00 395,867 +Inf 12-31-2023
SPDR SER TR PORTFLI INTRMDIT 3 $38,292,115 1,340,760 0.00 1,340,760 +Inf 12-31-2023
ISHARES TR 20 YR TR BD ETF 4 $34,667,772 350,604 0.00 0.00 186,471 113.61 12-31-2023
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