Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
VITALSTONE FINANCIAL LLC 05-06-2024 03-31-2024 538 130,896,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES 7-10 YEAR TREASURY BOND ETF ETF 201 $250,000 2,643 0.19 0.23 -332 -11.16 03-31-2024
VANGUARD SHORT-TERM BOND ETF ETF 202 $245,000 3,198 0.19 0.22 -411 -11.39 03-31-2024
ARK INNOVATION ETF ETF 203 $243,000 4,845 0.19 0.21 -90 -1.82 03-31-2024
CHEVRON CORP NEW COM Stock 204 $242,000 1,532 0.18 0.17 100 6.98 03-31-2024
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