Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARCHFORD CAPITAL STRATEGIES LLC | 04-24-2024 | 03-31-2024 | 259 | 595,684,455 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO COM | JPMORGAN CHASE & CO | Liquidated | $0 | 0 | 0.00 | 22,100 | +Inf | 12-31-2023 | |
| DIMENSIONAL U.S. SMALL CAP ETF | US SMALL CAP ETF | 102 | $3,171,548 | 50,875 | 0.00 | 50,875 | +Inf | 03-31-2024 | |
| UNION PAC CORP COM | COM | 103 | $3,159,423 | 12,847 | 0.00 | 0.00 | 285 | 2.27 | 03-31-2024 |
| MASTERCARD INCORPORATED CL A | CL A | 104 | $3,155,257 | 6,552 | 0.00 | 0.00 | -30 | -0.46 | 03-31-2024 |
