Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CAPITAL INSIGHT PARTNERS LLC | 04-15-2024 | 03-31-2024 | 162 | 535,193,793 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | CORE US AGGBD ET | 1 | $35,097,485 | 358,357 | 0.01 | 0.01 | 12,607 | 3.65 | 03-31-2024 |
NEOS ETF TRUST | FIS CHRISTIAN | 2 | $27,223,062 | 980,100 | 0.01 | 0.01 | -13,502 | -1.36 | 03-31-2024 |
ISHARES TR | NATIONAL MUN ETF | 3 | $26,353,392 | 244,920 | 0.00 | 0.01 | 11,180 | 4.78 | 03-31-2024 |
VANGUARD BD INDEX FDS | INTERMED TERM | 4 | $21,872,409 | 290,085 | 0.00 | 0.00 | 10,482 | 3.75 | 03-31-2024 |