Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRUDENT MAN ADVISORS LLC | 08-13-2024 | 06-30-2024 | 173 | 282,856,424 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $44,974,851 | 168,124 | 0.02 | 0.02 | -7,397 | -4.21 | 06-30-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2 | $23,824,990 | 330,673 | 0.01 | 0.01 | 34,308 | 11.58 | 06-30-2024 |
| ISHARES TR | IBOXX HI YD ETF | 3 | $21,462,354 | 278,226 | 0.01 | 0.01 | 13,670 | 5.17 | 06-30-2024 |
| ISHARES TR | ESG AWR MSCI USA | 4 | $12,271,227 | 102,843 | 0.00 | 0.00 | 26,311 | 34.38 | 06-30-2024 |
