Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
STUDIO INVESTMENT MANAGEMENT LLC | 05-15-2024 | 03-31-2024 | 266 | 421,368,080 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Bank Of America Corp | BAC | 51 | $2,403,938 | 63,395 | 0.00 | 0.00 | -13,715 | -17.79 | 03-31-2024 |
Deere & Co | DE | 52 | $2,400,299 | 5,823 | 0.00 | 0.00 | 356 | 6.51 | 03-31-2024 |
DFA US Large Cap Value ETF | DFLV | 53 | $2,326,264 | 77,568 | 0.00 | 0.00 | 7,503 | 10.71 | 03-31-2024 |
Alliant Energy Corp | LNT | 54 | $2,297,484 | 45,585 | 0.00 | 0.00 | 590 | 1.31 | 03-31-2024 |