Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KISTLER-TIFFANY COMPANIES LLC | 05-03-2023 | 03-31-2023 | 793 | 525,770,519 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | LARGE CAP ETF | 1 | $83,777,803 | 448,465 | 0.02 | 17.65 | -26,295 | -5.54 | 03-31-2023 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $17,648,672 | 46,929 | 0.00 | 4.25 | -10,022 | -17.60 | 03-31-2023 |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 3 | $16,916,071 | 160,342 | 0.00 | 3.43 | 1,258 | 0.79 | 03-31-2023 |
APPLE INC | COM | 4 | $15,789,953 | 95,755 | 0.00 | 3.29 | -9,005 | -8.60 | 03-31-2023 |