Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REVISOR WEALTH MANAGEMENT LLC | 01-10-2024 | 12-31-2023 | 130 | 86,875,431 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | INTERMED TERM | 1 | $8,243,464 | 107,927 | 0.01 | 0.01 | -31,846 | -22.78 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $4,806,335 | 10,112 | 0.01 | 10,112 | +Inf | 12-31-2023 | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 3 | $4,443,714 | 56,009 | 0.01 | 0.00 | -11,364 | -16.87 | 12-31-2023 |
| ISHARES INC | EM MKTS DIV ETF | 4 | $4,291,923 | 162,021 | 0.00 | 0.00 | -70,446 | -30.30 | 12-31-2023 |
