Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY CFO INC | 04-17-2024 | 03-31-2024 | 64 | 161,435,558 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ET | COM | 1 | $38,073,490 | 146,493 | 0.02 | 0.02 | -2,125 | -1.43 | 03-31-2024 |
| VANGUARD DIVIDEND APPRECIATION | COM | 2 | $17,602,103 | 96,392 | 0.01 | 0.01 | -1,095 | -1.12 | 03-31-2024 |
| VANGUARD TOTAL INTL STOCK INDE | COM | 3 | $15,925,118 | 264,098 | 0.01 | 0.01 | -2,572 | -0.96 | 03-31-2024 |
| VANGUARD SMALL CAP VALUE ETF | COM | 4 | $13,968,856 | 72,800 | 0.01 | 0.01 | -165 | -0.23 | 03-31-2024 |
