Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCLEAN ASSET MANAGEMENT CORP | 04-10-2024 | 03-31-2024 | 153 | 291,972,859 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 51 | $826,387 | 23,077 | 0.00 | 0.00 | 2,032 | 9.66 | 03-31-2024 |
| MASTERCARD INCORPORATED | CL A | 52 | $824,507 | 1,746 | 0.00 | 0.00 | -9 | -0.51 | 03-31-2024 |
| ISHARES INC | MSCI EQUAL WEITE | 53 | $819,369 | 9,095 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 54 | $751,578 | 1,440 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
