Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 08-12-2024 | 06-30-2024 | 682 | 453,140,228 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC COM | Stock | 201 | $184,871 | 555 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DIMENSIONAL U.S. TARGETED VALUE ETF | ETF | 202 | $184,709 | 3,561 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 203 | $178,121 | 1,222 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPDR S&P 400 MID CAP GROWTH ETF | ETF | 204 | $177,619 | 2,113 | 0.00 | 0.00 | 543 | 34.59 | 06-30-2024 |
