Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL INSIGHTS INC | 04-25-2024 | 03-31-2024 | 159 | 358,508,608 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 101 | $1,053,214 | 2,191 | 0.00 | 0.30 | 1,357 | 162.71 | 03-31-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 102 | $1,047,631 | 1,998 | 0.00 | 0.73 | 11 | 0.55 | 03-31-2024 |
| CISCO SYS INC | COM | 103 | $1,005,924 | 20,155 | 0.00 | 0.23 | 15,490 | 332.05 | 03-31-2024 |
| CHUBB LIMITED | COM | 104 | $959,299 | 3,702 | 0.00 | 3,702 | +Inf | 03-31-2024 |
