Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MJP ASSOCIATES INC /ADV | 04-11-2024 | 03-31-2024 | 226 | 459,645,473 |
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 | $74,485,732 | 154,953 | 0.02 | 0.01 | 41,034 | 36.02 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2 | $45,639,824 | 249,931 | 0.01 | 0.01 | -2,635 | -1.04 | 03-31-2024 |
| ISHARES TR | 7-10 YR TRSY BD | 3 | $33,858,397 | 357,684 | 0.01 | 0.01 | 38,161 | 11.94 | 03-31-2024 |
| APPLE INC | COM | 4 | $20,717,164 | 134,075 | 0.00 | 0.00 | 56,755 | 73.40 | 03-31-2024 |
