Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARDY REED LLC | 05-02-2024 | 03-31-2024 | 118 | 805,028,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $182,130,518 | 700,772 | 0.02 | 0.02 | 10,408 | 1.51 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $132,281,020 | 275,184 | 0.02 | 0.02 | 2,190 | 0.80 | 03-31-2024 |
| ISHARES TR | CORE MSCI TOTAL | 3 | $85,595,321 | 1,261,352 | 0.01 | 0.01 | 39,416 | 3.23 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 4 | $76,624,565 | 382,549 | 0.01 | 0.01 | -169 | -0.04 | 03-31-2024 |
