Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KUHN & CO INVESTMENT COUNSEL | 05-10-2024 | 03-31-2024 | 123 | 106,359,101 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 1 | $4,102,445 | 115,205 | 0.00 | 0.00 | 11,271 | 10.84 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 2 | $3,589,844 | 3,973 | 0.00 | 0.00 | -294 | -6.89 | 03-31-2024 |
| APPLE INC | COM | 3 | $3,322,527 | 19,376 | 0.00 | 0.00 | -485 | -2.44 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $3,251,678 | 9,447 | 0.00 | 0.00 | 602 | 6.81 | 03-31-2024 |
