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 |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | CL A | 51 | $2,174,037 | 4,928 | 0.00 | 4,928 | +Inf | 06-30-2024 | |
| UNITEDHEALTH GROUP INC | COM | 52 | $2,151,115 | 4,224 | 0.00 | 4,224 | +Inf | 06-30-2024 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 53 | $2,105,243 | 42,599 | 0.00 | 0.00 | -361 | -0.84 | 06-30-2024 |
| ISHARES TR | RUS 2000 VAL ETF | 54 | $2,090,775 | 13,728 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
