Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CURBSTONE FINANCIAL MANAGEMENT CORP | 04-09-2024 | 03-31-2024 | 188 | 462,872,154 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| IShares S&P 100 Index (OEF) | ETF | 101 | $1,152,931 | 4,660 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Sprouts Farmers Markets (SFM) | COM | 102 | $1,142,586 | 17,720 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Starbucks Corp. (SBUX) | COM | 103 | $1,122,269 | 12,280 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Invesco Bulletshares 2025 Corp | BDFUND | 104 | $1,117,112 | 54,680 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
