Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HEMINGTON WEALTH MANAGEMENT | 03-31-2024 | 03-31-2024 | 113 | 275,987,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SHORT TREAS BD | 101 | $364,000 | 3,291 | 0.13 | 0.14 | 0 | 0.00 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 102 | $358,000 | 3,442 | 0.13 | 0.12 | 0 | 0.00 | 03-31-2024 |
| SELECTIVE INS GROUP INC | COM | 103 | $346,000 | 3,162 | 0.13 | 0.12 | -41 | -1.28 | 03-31-2024 |
| BROADCOM INC | COM | 104 | $346,000 | 261 | 0.13 | 0.12 | -22 | -7.77 | 03-31-2024 |
