Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HORAN SECURITIES INC | 05-02-2024 | 03-31-2024 | 114 | 211,919,387 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF | ETF | 1 | $101,918,193 | 193,860 | 0.05 | 0.05 | -4,298 | -2.17 | 03-31-2024 |
| iShares Core S&P Small-Cap ETF | ETF | 2 | $21,787,185 | 197,133 | 0.01 | 0.02 | -132,082 | -40.12 | 03-31-2024 |
| iShares Core S&P Mid-Cap ETF | ETF | 3 | $17,200,387 | 283,181 | 0.01 | 0.00 | 270,069 | 2059.71 | 03-31-2024 |
| Procter & Gamble Co | Stock | 4 | $5,702,580 | 35,147 | 0.00 | 0.00 | -3,398 | -8.82 | 03-31-2024 |
