Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNION SAVINGS BANK | 04-29-2024 | 03-31-2024 | 389 | 191,240,690 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC COM | COMMON STOCK | 1 | $20,302,080 | 32 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| INVESCO S&P 500 QUALITY ETF | ETF - LARGE CAP | 2 | $17,070,834 | 282,538 | 0.01 | 0.01 | 101,798 | 56.32 | 03-31-2024 |
| ISHARES CORE S&P MID-CAP ETF | ETF - MID CAP | 3 | $10,500,264 | 172,874 | 0.01 | 0.01 | 138,492 | 402.80 | 03-31-2024 |
| SPDR S&P 500 ETF TRUST | ETF - LARGE CAP | 4 | $10,178,390 | 19,459 | 0.01 | 0.01 | -364 | -1.84 | 03-31-2024 |
