Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 07-24-2024 | 06-30-2024 | 293 | 385,356,633 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $32,315,747 | 122,297 | 0.01 | 0.01 | -1,128 | -0.91 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 2 | $20,752,915 | 167,985 | 0.01 | 0.00 | 152,775 | 1004.44 | 06-30-2024 |
| MICROSOFT CORP | COM | 3 | $17,141,397 | 38,352 | 0.00 | 0.00 | 3,872 | 11.23 | 06-30-2024 |
| APPLE INC | COM | 4 | $17,067,813 | 83,836 | 0.00 | 0.00 | 10,365 | 14.11 | 06-30-2024 |
