Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MIDWEST PROFESSIONAL PLANNERS LTD | 02-09-2024 | 12-31-2023 | 129 | 250,858,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $46,295,668 | 97,401 | 0.02 | 0.02 | -6,274 | -6.05 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 2 | $7,909,114 | 15,971 | 0.00 | 0.00 | 108 | 0.68 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 3 | $7,388,429 | 74,443 | 0.00 | 0.00 | -25,151 | -25.25 | 12-31-2023 |
| ISHARES TR | MSCI EAFE ETF | 4 | $6,418,649 | 85,184 | 0.00 | 0.00 | 23,582 | 38.28 | 12-31-2023 |
