Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ADVISORS LLC | 07-15-2024 | 06-30-2024 | 74 | 488,970,223 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CSX CORP | COM | 51 | $377,617 | 11,289 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CATERPILLAR INC | COM | 52 | $376,403 | 1,130 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | Liquidated | $0 | 0 | 0.00 | 4,176 | +Inf | 06-30-2024 | |
| VANGUARD INDEX FDS | TOTAL STK MKT | Liquidated | $0 | 0 | 0.00 | 0.00 | 5 | 0.35 | 06-30-2024 |
