Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CUTLER INVESTMENT COUNSEL LLC | 04-30-2024 | 03-31-2024 | 145 | 745,759,736 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $32,660,419 | 77,630 | 0.00 | 0.00 | -1,983 | -2.49 | 03-31-2024 |
| ISHARES TR | ISHS 1-5YR INVS | 2 | $32,487,305 | 633,528 | 0.00 | 0.00 | 22,308 | 3.65 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 3 | $28,010,946 | 112,107 | 0.00 | 0.00 | 6,536 | 6.19 | 03-31-2024 |
| CATERPILLAR INC | COM | 4 | $24,513,620 | 66,899 | 0.00 | 0.00 | -13,393 | -16.68 | 03-31-2024 |
