Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONUMENTAL FINANCIAL GROUP INC | 08-05-2024 | 06-30-2024 | 41 | 229,323,550 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 101 | $232,546 | 4,696 | 0.00 | 0.00 | -134,843 | -96.63 | 06-30-2024 |
| AMAZON COM INC | COM | Liquidated | $0 | 0 | 0.00 | 1,204 | +Inf | 06-30-2024 | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | Liquidated | $0 | 0 | 0.00 | 0.00 | -539 | -17.43 | 06-30-2024 |
