Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD FINANCIAL GROUP LLC | 05-05-2023 | 03-31-2023 | 917 | 300,092,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 101 | $109,000 | 689 | 0.04 | 0.03 | 300 | 77.12 | 03-31-2023 |
| NEXTERA ENERGY INC | COM | 102 | $101,000 | 1,312 | 0.03 | 0.05 | 85 | 6.93 | 03-31-2023 |
| STAR HLDGS | SHS BEN INT | 103 | $98,000 | 5,666 | 0.03 | 5,666 | +Inf | 03-31-2023 | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 104 | $98,000 | 3,671 | 0.03 | 0.05 | 0 | 0.00 | 03-31-2023 |
