Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COYLE FINANCIAL COUNSEL LLC | 02-13-2024 | 12-31-2023 | 69 | 260,205,659 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $35,870,089 | 75,100 | 0.01 | 0.01 | -710 | -0.94 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $34,662,553 | 723,644 | 0.01 | 0.01 | 5,375 | 0.75 | 12-31-2023 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 3 | $20,359,007 | 442,203 | 0.01 | 0.01 | -4,027 | -0.90 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 4 | $14,346,496 | 185,427 | 0.01 | 0.01 | -2,015 | -1.07 | 12-31-2023 |
