Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLEASON GROUP INC | 04-12-2024 | 03-31-2024 | 206 | 478,370,523 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | COM | 1 | $106,144,866 | 220,813 | 0.02 | 0.02 | 2,231 | 1.02 | 03-31-2024 |
| VANGUARD TOTAL STOCK MARKET ETF | COM | 2 | $61,245,055 | 235,649 | 0.01 | 0.01 | 10,531 | 4.68 | 03-31-2024 |
| VANGUARD EXTENDED MARKET ETF | COM | 3 | $57,711,806 | 329,274 | 0.01 | 0.01 | 5,786 | 1.79 | 03-31-2024 |
| VANGUARD VALUE ETF | COM | 4 | $39,023,418 | 239,613 | 0.01 | 0.01 | 1,756 | 0.74 | 03-31-2024 |
