Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FORTIS ADVISORS LLC 02-13-2024 12-31-2023 265 147,414,571
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD ULTRA-SHORT BOND ETF ETF 1 $21,875,886 442,474 0.01 0.01 12,276 2.85 12-31-2023
VANGUARD SHORT-TERM BOND ETF ETF 2 $13,203,769 171,433 0.01 0.01 16,504 10.65 12-31-2023
VANGUARD U.S. VALUE FACTOR ETF ETF 3 $6,330,856 56,189 0.00 0.00 -138 -0.24 12-31-2023
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 4 $5,527,695 115,401 0.00 0.00 1,468 1.29 12-31-2023
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