Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GREENWOOD GEARHART INC | 02-13-2024 | 12-31-2023 | 95 | 937,591,449 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
S&P 500 Index ETF | ETF | 1 | $82,417,608 | 188,685 | 0.01 | 188,685 | +Inf | 12-31-2023 | |
U.S. Large-Cap ETF | ETF | 2 | $62,488,443 | 1,107,955 | 0.01 | 0.00 | 998,794 | 914.97 | 12-31-2023 |
iShares Intermediate Credit Bond ETF | ETF | 3 | $51,561,224 | 991,562 | 0.01 | 0.01 | -132,748 | -11.81 | 12-31-2023 |
Apple Inc | Stock | 4 | $39,499,485 | 205,158 | 0.00 | 0.01 | -67,473 | -24.75 | 12-31-2023 |