Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HATTON CONSULTING INC | 07-30-2021 | 06-30-2021 | 49 | 127,584,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1 | $25,301,000 | 266,126 | 19.83 | 21.49 | 14,525 | 5.77 | 06-30-2021 |
| ISHARES TR | CORE US AGGBD ET | 2 | $15,962,000 | 138,403 | 12.51 | 13.74 | 6,905 | 5.25 | 06-30-2021 |
| ISHARES TR | RUS 1000 ETF | 3 | $15,371,000 | 63,497 | 12.05 | 11.71 | 6,533 | 11.47 | 06-30-2021 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 4 | $10,291,000 | 200,919 | 8.07 | 8.14 | 28,114 | 16.27 | 06-30-2021 |
