Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SPEARHEAD CAPITAL ADVISORS LLC | 08-10-2022 | 06-30-2022 | 180 | 670,189,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P SCP ETF | 1 | $27,930,000 | 302,243 | 4.17 | 4.89 | -15,734 | -4.95 | 06-30-2022 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 2 | $21,925,000 | 111,280 | 3.27 | 3.64 | 18,846 | 20.39 | 06-30-2022 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 3 | $21,566,000 | 122,967 | 3.22 | 4.09 | -4,232 | -3.33 | 06-30-2022 |
| MICROSOFT CORP | COM | 4 | $20,912,000 | 81,423 | 3.12 | 2.40 | 16,406 | 25.23 | 06-30-2022 |
