Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STOCKMAN WEALTH MANAGEMENT INC | 04-17-2024 | 03-31-2024 | 179 | 566,435,138 |
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 | $41,689,597 | 377,213 | 0.01 | 0.01 | 25,872 | 7.36 | 03-31-2024 |
| ISHARES TR | ISHS 1-5YR INVS | 2 | $25,930,377 | 505,663 | 0.00 | 0.00 | 109,974 | 27.79 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $20,524,516 | 48,784 | 0.00 | 0.00 | -3,257 | -6.26 | 03-31-2024 |
| ISHARES TR | CORE MSCI INTL | 4 | $18,790,227 | 279,908 | 0.00 | 0.00 | 16,162 | 6.13 | 03-31-2024 |
