Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 1834 INVESTMENT ADVISORS CO | 01-11-2024 | 12-31-2023 | 225 | 837,161,765 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 1 | $42,712,802 | 732,261 | 0.01 | 0.01 | 24,014 | 3.39 | 12-31-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 2 | $40,115,915 | 534,167 | 0.00 | 0.00 | -6,397 | -1.18 | 12-31-2023 |
| ISHARES TR | S&P 500 VAL ETF | 3 | $39,218,947 | 225,539 | 0.00 | 0.00 | -5,291 | -2.29 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 4 | $28,829,223 | 372,615 | 0.00 | 0.00 | 27,117 | 7.85 | 12-31-2023 |
