Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| D L CARLSON INVESTMENT GROUP INC | 05-14-2024 | 03-31-2024 | 139 | 512,106,436 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 1 | $48,782,791 | 799,063 | 0.01 | 0.01 | 40,248 | 5.30 | 03-31-2024 |
| ISHARES TR | INTRM GOV CR ETF | 2 | $25,702,068 | 247,183 | 0.01 | 0.01 | 10,343 | 4.37 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $24,241,285 | 57,619 | 0.00 | 0.00 | -1,544 | -2.61 | 03-31-2024 |
| APPLE INC | COM | 4 | $18,543,309 | 108,137 | 0.00 | 0.00 | -13,571 | -11.15 | 03-31-2024 |
