Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PITTENGER & ANDERSON INC | 08-09-2024 | 06-30-2024 | 443 | 2,433,793,048 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | ESG AWR MSCI USA | 201 | $427,166 | 3,580 | 0.00 | 0.00 | 115 | 3.32 | 06-30-2024 |
ROSS STORES INC | COM | 202 | $417,795 | 2,875 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
APPLOVIN CORP | COM CL A | 203 | $411,107 | 4,940 | 0.00 | 4,940 | +Inf | 06-30-2024 | |
SCHWAB STRATEGIC TR | SHT TM US TRES | 204 | $399,961 | 8,310 | 0.00 | 0.00 | 1,751 | 26.70 | 06-30-2024 |