Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HIRTLE CALLAGHAN & CO LLC | 02-13-2024 | 12-31-2023 | 94 | 2,193,661,868 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MCDONALDS CORP COM | Common Stock | 101 | $480,346 | 1,620 | 0.00 | 0.00 | -380 | -19.00 | 12-31-2023 |
VANGUARD INDUSTRIALS ETF | Common Stock | 102 | $441,742 | 2,004 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VANGUARD FINANCIALS ETF | Common Stock | 103 | $399,209 | 4,327 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VANGUARD RUSSELL 1000 GROWTH ETF | Common Stock | 104 | $386,121 | 4,949 | 0.00 | 4,949 | +Inf | 12-31-2023 |