Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OARSMAN CAPITAL INC | 02-16-2024 | 12-31-2023 | 235 | 376,807,602 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 1 | $17,860,909 | 274,530 | 0.00 | 0.01 | 69,003 | 33.57 | 12-31-2023 |
| VANGUARD VALUE ETF | ETF | 2 | $15,118,957 | 101,130 | 0.00 | 0.00 | 16,827 | 19.96 | 12-31-2023 |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 3 | $14,794,393 | 294,533 | 0.00 | 0.00 | 192,966 | 189.99 | 12-31-2023 |
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | 4 | $14,783,586 | 399,989 | 0.00 | 0.00 | 80,095 | 25.04 | 12-31-2023 |
