Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUEBLOOD WEALTH MANAGEMENT LLC | 04-26-2024 | 03-31-2024 | 224 | 174,632,611 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT | COM | 51 | $1,056,250 | 1,625 | 0.00 | 0.00 | -113 | -6.50 | 03-31-2024 |
| SNAP ON INC | COM | 52 | $1,035,585 | 3,496 | 0.00 | 0.00 | 330 | 10.42 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 53 | $1,032,276 | 1,409 | 0.00 | 0.00 | 323 | 29.74 | 03-31-2024 |
| GOLDMAN SACHS GROUP INC | COM | 54 | $1,025,429 | 2,455 | 0.00 | 0.00 | -108 | -4.21 | 03-31-2024 |
