Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| &PARTNERS | 04-10-2024 | 03-31-2024 | 491 | 725,828,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 1 | $41,230,588 | 172,194 | 0.01 | 172,194 | +Inf | 03-31-2024 | |
| APPLE INC | COM | 2 | $30,119,936 | 175,515 | 0.00 | 0.00 | 117,199 | 200.97 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 3 | $27,638,719 | 448,633 | 0.00 | 0.01 | 393,253 | 710.10 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $21,768,614 | 197,055 | 0.00 | 0.01 | 55,513 | 39.22 | 03-31-2024 |
