Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEVARD LLC | 02-12-2024 | 12-31-2023 | 53 | 101,457,517 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC COM | COM | 1 | $35,928,423 | 1,247,948 | 0.04 | 0.05 | -45,885 | -3.55 | 12-31-2023 |
| VANGUARD S&P 500 ETF | S&P 500 ETF SHS | 2 | $7,600,320 | 17,400 | 0.01 | 0.01 | -56 | -0.32 | 12-31-2023 |
| VANGUARD DIVIDEND APPRECIATION ETF | DIV APP ETF | 3 | $6,351,490 | 37,274 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| NVIDIA CORPORATION COM | COM | 4 | $5,542,997 | 11,193 | 0.01 | 0.00 | -29 | -0.26 | 12-31-2023 |
