Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRUDENT MAN ADVISORS LLC | 05-14-2024 | 03-31-2024 | 177 | 266,606,188 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $45,617,908 | 175,521 | 0.02 | 0.02 | -7,644 | -4.17 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2 | $21,524,990 | 296,365 | 0.01 | 0.01 | 2,509 | 0.85 | 03-31-2024 |
| ISHARES TR | IBOXX HI YD ETF | 3 | $20,563,938 | 264,556 | 0.01 | 0.01 | -4,177 | -1.55 | 03-31-2024 |
| ISHARES TR | ESG AWR MSCI USA | 4 | $8,798,119 | 76,532 | 0.00 | 0.00 | -1,726 | -2.21 | 03-31-2024 |
