Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PENINSULA ASSET MANAGEMENT INC | 02-07-2024 | 12-31-2023 | 78 | 171,581,328 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P MCP ETF | 1 | $18,309,638 | 66,064 | 0.01 | 0.01 | 705 | 1.08 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 2 | $11,490,738 | 106,150 | 0.01 | 0.01 | 1,976 | 1.90 | 12-31-2023 |
| APPLE INC | COM | 3 | $10,106,670 | 52,494 | 0.01 | 0.01 | -22 | -0.04 | 12-31-2023 |
| CINTAS CORP | COM | 4 | $8,430,611 | 13,989 | 0.00 | 0.00 | -87 | -0.62 | 12-31-2023 |
