Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KUHN & CO INVESTMENT COUNSEL | 02-14-2024 | 12-31-2023 | 124 | 97,585,735 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $3,823,840 | 19,861 | 0.00 | 19,861 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 2 | $3,505,689 | 103,934 | 0.00 | 103,934 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $2,749,667 | 8,845 | 0.00 | 8,845 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $2,635,822 | 17,631 | 0.00 | 17,631 | +Inf | 12-31-2023 |
