Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HUDOCK INC | 05-02-2024 | 03-31-2024 | 139 | 453,985,237 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 1 | $63,546,006 | 120,871 | 0.01 | 0.01 | -1,142 | -0.94 | 03-31-2024 |
ISHARES TR | CORE S&P MCP ETF | 2 | $31,787,811 | 523,342 | 0.01 | 0.01 | 418,876 | 400.97 | 03-31-2024 |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 3 | $30,881,617 | 383,574 | 0.01 | 0.01 | -3,355 | -0.87 | 03-31-2024 |
ISHARES TR | CORE S&P SCP ETF | 4 | $29,741,632 | 269,106 | 0.01 | 0.01 | 570 | 0.21 | 03-31-2024 |