Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MBA ADVISORS LLC | 04-26-2024 | 03-31-2024 | 126 | 193,404,493 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | INTERMED TERM | 1 | $9,095,125 | 120,625 | 0.00 | 0.00 | 14,424 | 13.58 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 2 | $8,720,254 | 75,631 | 0.00 | 0.00 | -3,158 | -4.01 | 03-31-2024 |
| ISHARES TR | MSCI INTL QUALTY | 3 | $7,993,275 | 201,545 | 0.00 | 0.00 | 12,356 | 6.53 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 4 | $7,862,060 | 126,685 | 0.00 | 0.00 | -1,552 | -1.21 | 03-31-2024 |
