Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STUART CHAUSSEE & ASSOCIATES INC | 04-09-2022 | 03-31-2022 | 162 | 209,924,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Invesco S&P 500 Low Vol. | Common | 1 | $47,625,000 | 709,866 | 22.69 | 709,866 | +Inf | 03-31-2022 | |
| Vanguard Health Care | Common | 2 | $28,478,000 | 111,949 | 13.57 | 111,949 | +Inf | 03-31-2022 | |
| Vanguard Information Technolog | Common | 3 | $28,313,000 | 67,981 | 13.49 | 13.33 | -7,677 | -10.15 | 03-31-2022 |
| iShares Core High Dividend | Common | 4 | $26,028,000 | 243,504 | 12.40 | 243,504 | +Inf | 03-31-2022 |
