Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RICHWOOD INVESTMENT ADVISORS LLC | 05-13-2024 | 03-31-2024 | 100 | 112,631,616 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $17,575,154 | 33,430 | 0.02 | 0.01 | -801 | -2.34 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 2 | $7,799,396 | 128,406 | 0.01 | 0.01 | 102,115 | 388.40 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 3 | $7,632,086 | 69,056 | 0.01 | 0.01 | -1,794 | -2.53 | 03-31-2024 |
| ELI LILLY & CO | COM | 4 | $5,449,610 | 7,005 | 0.00 | 0.00 | -378 | -5.12 | 03-31-2024 |
