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 WORLD FD | ESG INTL STK ETF | 101 | $1,005,433 | 17,556 | 0.00 | 0.00 | -368 | -2.05 | 06-30-2024 |
| ISHARES TR | ESG AWARE MSCI | 102 | $982,135 | 25,510 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| META PLATFORMS INC | CL A | 103 | $980,204 | 1,944 | 0.00 | 0.00 | 26 | 1.36 | 06-30-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 104 | $975,504 | 4,312 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
