Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
REGATTA CAPITAL GROUP LLC 08-02-2024 06-30-2024 184 464,254,207
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANECK ETF TRUST MRNGSTR WDE MOAT 1 $39,706,432 458,451 0.01 0.01 13,566 3.05 06-30-2024
ISHARES TR CORE S&P TTL STK 2 $34,401,403 289,623 0.01 0.01 12,775 4.61 06-30-2024
VANGUARD INDEX FDS VALUE ETF 3 $31,519,567 196,494 0.01 0.01 3,461 1.79 06-30-2024
APPLE INC COM 4 $27,084,910 128,596 0.01 0.00 2,754 2.19 06-30-2024
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