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 |
