Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOODMONT INVESTMENT COUNSEL LLC | 04-18-2024 | 03-31-2024 | 366 | 1,187,141,539 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $131,411,782 | 381,789 | 0.01 | 0.01 | 8,492 | 2.27 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $102,580,985 | 629,872 | 0.01 | 0.01 | 18,800 | 3.08 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $61,032,162 | 1,216,507 | 0.01 | 0.01 | 28,306 | 2.38 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $34,260,312 | 81,433 | 0.00 | 0.00 | 2,320 | 2.93 | 03-31-2024 |
