Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SNIDER FINANCIAL GROUP | 04-30-2024 | 03-31-2024 | 60 | 239,879,812 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 1 | $26,120,440 | 266,698 | 0.01 | 0.01 | 69,502 | 35.25 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $24,643,038 | 46,874 | 0.01 | 0.01 | 14,553 | 45.03 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $16,970,403 | 92,932 | 0.01 | 0.01 | -478 | -0.51 | 03-31-2024 |
| ELI LILLY & CO | COM | 4 | $9,238,294 | 11,875 | 0.00 | 0.00 | 674 | 6.02 | 03-31-2024 |
