Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURLESON & COMPANY LLC | 10-13-2022 | 09-30-2022 | 435 | 465,156,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MLS INC | COM | 101 | $560,000 | 7,310 | 0.12 | 0.12 | 204 | 2.87 | 09-30-2022 |
| ISHARES TR | 1 3 YR TREAS BD | 102 | $466,000 | 5,743 | 0.10 | 0.02 | 4,858 | 548.93 | 09-30-2022 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 103 | $436,000 | 11,189 | 0.09 | 0.10 | 0 | 0.00 | 09-30-2022 |
| CISCO SYS INC | COM | 104 | $432,000 | 10,801 | 0.09 | 0.06 | 4,476 | 70.77 | 09-30-2022 |
