Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVOLUTION ADVISERS INC | 07-26-2024 | 06-30-2024 | 185 | 169,388,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TARGET CORP | COM | 201 | $21,000 | 142 | 0.01 | 0.02 | 0 | 0.00 | 06-30-2024 |
| CHEVRON CORP NEW | COM | 202 | $20,000 | 132 | 0.01 | 0.01 | 8 | 6.45 | 06-30-2024 |
| VANGUARD WORLD FD | ESG US STK ETF | 203 | $19,000 | 199 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 204 | $18,000 | 76 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
