Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LVM CAPITAL MANAGEMENT LTD/MI | 01-12-2024 | 12-31-2023 | 0 | 0 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE | COM | 1 | $79,689,000 | 413,903 | 10.20 | 10.75 | -589 | -0.14 | 12-31-2023 |
MICROSOFT | COM | 2 | $69,295,000 | 184,275 | 8.87 | 8.48 | -2,033 | -1.09 | 12-31-2023 |
BROADCOM | COM | 3 | $45,689,000 | 40,931 | 5.85 | 4.80 | -508 | -1.23 | 12-31-2023 |
PROCTER & GAMBLE | COM | 4 | $26,688,000 | 182,121 | 3.42 | 3.65 | 1,998 | 1.11 | 12-31-2023 |