Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCCARTHY GRITTINGER FINANCIAL GROUP LLC | 04-23-2024 | 03-31-2024 | 65 | 313,803,524 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 1 | $73,592,717 | 306,943 | 0.02 | 0.02 | -14,062 | -4.38 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 2 | $37,611,607 | 164,537 | 0.01 | 0.01 | 2,199 | 1.35 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 3 | $32,346,646 | 551,520 | 0.01 | 0.01 | 14,186 | 2.64 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 4 | $31,995,044 | 397,405 | 0.01 | 0.01 | 26,579 | 7.17 | 03-31-2024 |
