Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRATUS CAPITAL LLC | 02-07-2024 | 12-31-2023 | 265 | 1,774,773,282 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $113,867,323 | 366,274 | 0.01 | 0.01 | -8,239 | -2.20 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 2 | $76,710,203 | 1,090,408 | 0.00 | 0.01 | -59,697 | -5.19 | 12-31-2023 |
| ISHARES TR | CORE DIV GRWTH | 3 | $62,892,982 | 1,168,580 | 0.00 | 0.00 | -46,348 | -3.81 | 12-31-2023 |
| APPLE INC | COM | 4 | $61,315,849 | 318,474 | 0.00 | 0.00 | 101,188 | 46.57 | 12-31-2023 |
