Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LHM INC | 08-12-2024 | 06-30-2024 | 17 | 236,991,880 |
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 |