Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HUDOCK INC 01-22-2024 12-31-2023 153 466,434,203
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $58,277,261 122,013 0.01 0.01 3,800 3.21 12-31-2023
VANGUARD SCOTTSDALE FDS INT-TERM CORP 2 $31,449,640 386,929 0.01 0.01 7,298 1.92 12-31-2023
ISHARES TR CORE S&P SCP ETF 3 $29,069,086 268,536 0.01 0.01 273 0.10 12-31-2023
ISHARES TR CORE S&P MCP ETF 4 $28,952,898 104,466 0.01 0.01 -76 -0.07 12-31-2023
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