Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LHM INC 08-12-2024 06-30-2024 17 236,991,880
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS TOTAL STK MKT 1 $132,107,329 492,079 0.06 0.07 125,360 34.18 06-30-2024
BLACKROCK ETF TRUST II FLEXIBLE INCOME 2 $39,557,630 327,261 0.02 0.00 240,884 278.88 06-30-2024
MICRON TECHNOLOGY INC COM 3 $8,222,203 77,242 0.00 0.00 21,478 38.52 06-30-2024
SPDR SER TR S&P BIOTECH 4 $7,161,106 45,775 0.00 0.00 8,361 22.35 06-30-2024
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