Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
VIGILARE WEALTH MANAGEMENT | 04-26-2024 | 03-31-2024 | 94 | 202,888,268 |
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 |