Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PALADIN ADVISORY GROUP LLC | 05-08-2024 | 03-31-2024 | 226 | 126,458,950 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 1 | $8,257,372 | 24,514 | 0.01 | 0.01 | -436 | -1.75 | 03-31-2024 |
| ISHARES TR | US TREAS BD ETF | 2 | $6,870,862 | 305,236 | 0.01 | 0.01 | 24,552 | 8.75 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 3 | $5,866,442 | 79,394 | 0.00 | 0.00 | -5,415 | -6.38 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 4 | $4,062,803 | 80,884 | 0.00 | 0.00 | -5,083 | -5.91 | 03-31-2024 |
