Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GIRARD PARTNERS LTD | 02-09-2024 | 12-31-2023 | 246 | 985,447,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $66,068,886 | 343,161 | 0.01 | 0.01 | -3,794 | -1.09 | 12-31-2023 |
| SPDR PORTFOLIO SP 500 ETF | ETF | 2 | $62,120,596 | 1,111,280 | 0.01 | 0.01 | -11,230 | -1.00 | 12-31-2023 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 3 | $55,267,024 | 953,537 | 0.01 | 0.01 | 16,291 | 1.74 | 12-31-2023 |
| SPDR PORTFOLIO AGGREGATE BOND ETF | ETF | 4 | $37,740,407 | 1,471,934 | 0.00 | 0.00 | -30,216 | -2.01 | 12-31-2023 |
