Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JT STRATFORD LLC | 02-14-2024 | 12-31-2023 | 239 | 437,256,214 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1 | $23,890,388 | 324,818 | 0.01 | 0.01 | 75,987 | 30.54 | 12-31-2023 |
| ISHARES TR | RUS 1000 ETF | 2 | $21,516,905 | 82,044 | 0.00 | 0.00 | 34,445 | 72.36 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 3 | $20,254,045 | 595,532 | 0.00 | 0.00 | 261,143 | 78.10 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4 | $16,656,204 | 97,748 | 0.00 | 0.00 | -13,104 | -11.82 | 12-31-2023 |
