Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL INSIGHT PARTNERS LLC | 04-15-2024 | 03-31-2024 | 162 | 535,193,793 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 151 | $670,752 | 8,828 | 0.00 | 0.00 | 104 | 1.19 | 03-31-2024 |
| EQUITABLE HLDGS INC | COM | 152 | $652,708 | 17,172 | 0.00 | 0.00 | 5,104 | 42.29 | 03-31-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 153 | $652,406 | 7,544 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | ENERGY ETF | 154 | $652,179 | 4,952 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
