Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JVL ASSOCIATES LLC | 04-08-2024 | 03-31-2024 | 53 | 242,697,919 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P TTL STK | 1 | $52,538,746 | 455,670 | 0.02 | 0.02 | -1,668 | -0.36 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $35,843,731 | 137,914 | 0.01 | 0.01 | -949 | -0.68 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 3 | $21,724,440 | 357,663 | 0.01 | 0.01 | 287,747 | 411.56 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $18,432,149 | 166,777 | 0.01 | 0.01 | 2,553 | 1.55 | 03-31-2024 |
