Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FAMILY LEGACY INC 01-08-2024 12-31-2023 117 261,933,875
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $8,517,035 22,649 0.00 0.00 -591 -2.54 12-31-2023
APPLE INC COM 2 $8,507,571 44,188 0.00 0.00 -341 -0.77 12-31-2023
VULCAN MATLS CO COM 3 $5,820,500 25,640 0.00 0.00 -505 -1.93 12-31-2023
JPMORGAN CHASE & CO COM 4 $5,776,186 33,958 0.00 0.00 7 0.02 12-31-2023
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