Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
VERACITY CAPITAL LLC 01-22-2024 12-31-2023 207 249,580,456
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P US VLU 1 $28,769,423 341,153 0.01 0.01 16,117 4.96 12-31-2023
ISHARES TR CORE S&P US GWT 2 $28,307,541 271,926 0.01 0.01 10,940 4.19 12-31-2023
ISHARES TR CORE S&P SCP ETF 3 $26,280,854 242,779 0.01 0.01 13,619 5.94 12-31-2023
APPLE INC COM 4 $7,240,470 37,607 0.00 0.00 422 1.13 12-31-2023
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