Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
VIGILARE WEALTH MANAGEMENT 04-26-2024 03-31-2024 94 202,888,268
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES 0-3 MONTH TREASURY BOND ETF ETF 1 $38,241,676 379,721 0.02 0.02 57,965 18.02 03-31-2024
ISHARES 1-3 YR TREASURY BOND ETF ETF 2 $34,060,655 416,491 0.02 0.00 397,517 2095.06 03-31-2024
VANGUARD TOTAL BOND MARKET ETF ETF 3 $24,794,039 341,375 0.01 0.02 -223,018 -39.51 03-31-2024
VANGUARD DIVIDEND APPRECIATION ETF ETF 4 $8,563,955 46,898 0.00 0.00 -1,341 -2.78 03-31-2024
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