Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC | 04-18-2024 | 03-31-2024 | 137 | 398,640,341 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK IG FLOATING RATE ETF | ETF | 1 | $38,506,487 | 1,509,466 | 0.01 | 0.01 | 29,179 | 1.97 | 03-31-2024 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 2 | $31,368,500 | 171,779 | 0.01 | 0.01 | 583 | 0.34 | 03-31-2024 |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 3 | $31,275,501 | 872,642 | 0.01 | 0.01 | 9,867 | 1.14 | 03-31-2024 |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 4 | $29,713,824 | 406,204 | 0.01 | 0.01 | 1,691 | 0.42 | 03-31-2024 |
