Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUND FINANCIAL STRATEGIES GROUP LLC | 02-02-2024 | 12-31-2023 | 68 | 118,702,021 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHUBB LIMITED | COM | 101 | $585,340 | 2,590 | 0.00 | 0.00 | -1,523 | -37.03 | 12-31-2023 |
| GENUINE PARTS CO | COM | 102 | $585,301 | 4,226 | 0.00 | 0.00 | -1,005 | -19.21 | 12-31-2023 |
| ATMOS ENERGY CORP | COM | 103 | $580,659 | 5,010 | 0.00 | 0.00 | -2,488 | -33.18 | 12-31-2023 |
| COLGATE PALMOLIVE CO | COM | 104 | $579,173 | 7,266 | 0.00 | 0.00 | -3,629 | -33.31 | 12-31-2023 |
