Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MEMBERS TRUST CO | 04-25-2024 | 03-31-2024 | 142 | 3,352,921,434 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 51 | $773,357 | 10,780 | 0.00 | 0.00 | 433 | 4.18 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 52 | $765,405 | 2,945 | 0.00 | 0.00 | 54 | 1.87 | 03-31-2024 |
| ISHARES TR | MSCI USA ESG SLC | 53 | $747,705 | 6,849 | 0.00 | 0.00 | -162 | -2.31 | 03-31-2024 |
| MERCK & CO INC | COM | 54 | $737,336 | 5,588 | 0.00 | 0.00 | -189 | -3.27 | 03-31-2024 |
