Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NADLER FINANCIAL GROUP INC | 07-22-2024 | 06-30-2024 | 112 | 850,857,740 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 1 | $69,199,035 | 431,389 | 0.01 | 0.01 | 13,012 | 3.11 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $68,222,810 | 255,029 | 0.01 | 0.01 | 5,404 | 2.16 | 06-30-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 3 | $63,254,341 | 261,274 | 0.01 | 0.01 | 5,239 | 2.05 | 06-30-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $59,982,691 | 160,377 | 0.01 | 0.01 | 948 | 0.59 | 06-30-2024 |
