Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARDY REED LLC | 01-24-2024 | 12-31-2023 | 117 | 738,431,260 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $163,768,098 | 690,364 | 0.02 | 0.03 | -40,640 | -5.56 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $119,243,844 | 272,994 | 0.02 | 0.02 | 32,333 | 13.44 | 12-31-2023 |
| ISHARES TR | CORE MSCI TOTAL | 3 | $79,340,280 | 1,221,936 | 0.01 | 0.01 | -120,606 | -8.98 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 4 | $65,100,332 | 382,718 | 0.01 | 0.00 | 373,783 | 4183.36 | 12-31-2023 |
