Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DERBY & COMPANY INC 11-12-2021 09-30-2021 78 495,322,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD SPECIALIZED FUNDS DIV APP ETF 1 $66,647,000 433,897 13.46 13.53 14,293 3.41 09-30-2021
VANGUARD INDEX FDS LARGE CAP ETF 2 $64,809,000 322,563 13.08 13.19 7,291 2.31 09-30-2021
ISHARES TR RUS 1000 ETF 3 $58,768,000 243,136 11.86 11.99 5,310 2.23 09-30-2021
VANGUARD INDEX FDS VALUE ETF 4 $40,584,000 299,800 8.19 8.31 9,720 3.35 09-30-2021
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