Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESONANT CAPITAL ADVISORS LLC | 08-01-2024 | 06-30-2024 | 336 | 1,231,664,289 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 51 | $5,990,486 | 50,510 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | CORE MSCI INTL | 52 | $5,875,371 | 89,509 | 0.00 | 0.00 | 5,325 | 6.33 | 06-30-2024 |
| ISHARES TR | ISHS 1-5YR INVS | 53 | $5,628,919 | 109,854 | 0.00 | 0.00 | -875 | -0.79 | 06-30-2024 |
| EXXON MOBIL CORP | COM | 54 | $5,547,863 | 48,192 | 0.00 | 0.00 | 3,342 | 7.45 | 06-30-2024 |
