Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| POINTE CAPITAL MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 154 | 143,912,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 1 | $10,586,949 | 94,839 | 0.01 | 0.01 | 295 | 0.31 | 12-31-2023 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 2 | $9,094,189 | 117,541 | 0.01 | 0.01 | 834 | 0.71 | 12-31-2023 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 3 | $8,825,446 | 29,110 | 0.01 | 0.01 | 1,134 | 4.05 | 12-31-2023 |
| ISHARES 1-3 YR TREASURY BOND ETF | ETF | 4 | $5,843,265 | 71,224 | 0.00 | 0.00 | 12 | 0.02 | 12-31-2023 |
