Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FRIEDENTHAL FINANCIAL | 04-25-2024 | 03-31-2024 | 221 | 162,530,610 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EAFE ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -764 | -2.93 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | INTTERM CORP | Liquidated | $0 | 0 | 0.00 | 21,426 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | Liquidated | $1,733,703 | 21,534 | 0.00 | 21,534 | +Inf | 03-31-2024 | |
| ISHARES TR | 03 MNTH TREASRY | Liquidated | $0 | 0 | 0.00 | 17,001 | +Inf | 03-31-2024 |
