Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NADLER FINANCIAL GROUP INC | 04-26-2024 | 03-31-2024 | 115 | 811,137,963 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 1 | $68,136,844 | 418,377 | 0.01 | 0.01 | -1,304 | -0.31 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $64,877,511 | 249,625 | 0.01 | 0.01 | -3,810 | -1.50 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 3 | $63,972,808 | 256,035 | 0.01 | 0.01 | 173 | 0.07 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $54,875,544 | 159,429 | 0.01 | 0.01 | -2,101 | -1.30 | 03-31-2024 |
