Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEPHENS CONSULTING LLC | 07-29-2024 | 06-30-2024 | 648 | 351,918,995 |
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 | $73,236,900 | 146,436 | 0.02 | 0.02 | 14,276 | 10.80 | 06-30-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2 | $34,312,209 | 476,228 | 0.01 | 0.01 | 185,102 | 63.58 | 06-30-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 3 | $32,357,240 | 133,652 | 0.01 | 0.01 | -14,463 | -9.76 | 06-30-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $31,306,938 | 195,168 | 0.01 | 0.01 | 3,078 | 1.60 | 06-30-2024 |
