Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCCLARREN FINANCIAL ADVISORS INC | 05-03-2024 | 03-31-2024 | 261 | 135,075,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $16,264,000 | 50,421 | 12.04 | 11.69 | -12,967 | -20.46 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 2 | $13,492,000 | 51,205 | 9.99 | 9.81 | -6,190 | -10.78 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $11,188,000 | 50,474 | 8.28 | 8.17 | 26,495 | 110.49 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 4 | $8,995,000 | 33,482 | 6.66 | 6.00 | 1,984 | 6.30 | 03-31-2024 |
