Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGE INVESTMENT ADVISERS LLC | 04-15-2024 | 03-31-2024 | 67 | 87,223,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $8,894,049 | 18,502 | 0.01 | 0.00 | 15,099 | 443.70 | 03-31-2024 |
| VISA INC | COM CL A | 2 | $6,164,096 | 22,087 | 0.01 | 0.01 | -1,746 | -7.33 | 03-31-2024 |
| ISHARES GOLD TR | ISHARES NEW | 3 | $3,950,200 | 94,030 | 0.00 | 0.00 | -2,700 | -2.79 | 03-31-2024 |
| CHURCHILL DOWNS INC | COM | 4 | $3,812,738 | 30,810 | 0.00 | 0.01 | -1,450 | -4.49 | 03-31-2024 |
