Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARDY REED LLC | 08-12-2024 | 06-30-2024 | 229 | 995,568,364 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $188,955,292 | 706,349 | 0.02 | 0.02 | 5,577 | 0.80 | 06-30-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $137,349,276 | 274,627 | 0.01 | 0.02 | -557 | -0.20 | 06-30-2024 |
| ISHARES TR | CORE MSCI TOTAL | 3 | $88,538,230 | 1,310,513 | 0.01 | 0.01 | 49,161 | 3.90 | 06-30-2024 |
| JPMORGAN CHASE & CO. | COM | 4 | $81,066,011 | 400,801 | 0.01 | 0.01 | 18,252 | 4.77 | 06-30-2024 |
