Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARCHFORD CAPITAL STRATEGIES LLC | 04-24-2024 | 03-31-2024 | 259 | 595,684,455 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROWTH ETF | GROWTH ETF | 1 | $33,851,419 | 98,348 | 0.01 | 0.01 | -4,336 | -4.22 | 03-31-2024 |
| VANGUARD TOTAL BOND MARKET ETF | TOTAL BND MRKT | 2 | $29,844,594 | 410,913 | 0.01 | 0.00 | 40,327 | 10.88 | 03-31-2024 |
| ISHARES CORE MSCI EAFE ETF | CORE MSCI EAFE | 3 | $23,206,930 | 312,678 | 0.00 | 312,678 | +Inf | 03-31-2024 | |
| MICROSOFT CORP COM | COM | 4 | $19,203,709 | 45,645 | 0.00 | 0.00 | 423 | 0.94 | 03-31-2024 |
