Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RICHWOOD INVESTMENT ADVISORS LLC | 07-26-2024 | 06-30-2024 | 100 | 114,128,622 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $18,476,674 | 33,764 | 0.02 | 0.02 | 334 | 1.00 | 06-30-2024 |
| ISHARES TR | CORE S&P MCP ETF | 2 | $7,543,126 | 128,898 | 0.01 | 0.01 | 492 | 0.38 | 06-30-2024 |
| ISHARES TR | CORE S&P SCP ETF | 3 | $7,394,754 | 69,330 | 0.01 | 0.01 | 274 | 0.40 | 06-30-2024 |
| ELI LILLY & CO | COM | 4 | $6,462,602 | 7,138 | 0.01 | 0.00 | 133 | 1.90 | 06-30-2024 |
