Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PULLEN INVESTMENT MANAGEMENT LLC | 05-01-2024 | 03-31-2024 | 97 | 118,414,981 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $8,024,286 | 16,693 | 0.01 | 16,693 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $5,515,555 | 21,222 | 0.00 | 21,222 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 3 | $4,792,867 | 78,507 | 0.00 | 78,507 | +Inf | 03-31-2024 | |
| MICROSOFT CORP | COM | 4 | $4,053,001 | 9,633 | 0.00 | 9,633 | +Inf | 03-31-2024 |
