Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEARNS & ASSOCIATES LLC | 05-10-2024 | 03-31-2024 | 42 | 129,100,433 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $44,834,137 | 93,268 | 0.03 | 0.04 | -1,312 | -1.39 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $31,546,030 | 121,377 | 0.02 | 0.02 | 2,806 | 2.37 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $11,760,711 | 234,417 | 0.01 | 0.01 | 22,126 | 10.42 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 4 | $9,010,209 | 39,416 | 0.01 | 0.01 | 3,301 | 9.14 | 03-31-2024 |
