Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PATRIOT INVESTMENT MANAGEMENT GROUP INC 10-17-2023 09-30-2023 225 1,090,233,074
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS TOTAL STK MKT 1 $293,391,513 1,381,251 0.03 0.02 4,299 0.31 09-30-2023
VANGUARD BD INDEX FDS TOTAL BND MRKT 2 $83,554,477 1,197,399 0.01 0.01 108,390 9.95 09-30-2023
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 3 $50,222,115 1,148,722 0.00 0.00 66,504 6.15 09-30-2023
VANGUARD SCOTTSDALE FDS INT-TERM CORP 4 $47,664,855 627,334 0.00 0.00 8,270 1.34 09-30-2023
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