Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LVM CAPITAL MANAGEMENT LTD/MI | 04-15-2024 | 03-31-2024 | 0 | 0 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MASTERCARD | COM | 151 | $463,000 | 961 | 0.05 | 0.05 | 0 | 0.00 | 03-31-2024 |
BROWN-FORMAN CL B | COM | 152 | $460,000 | 8,905 | 0.05 | 0.07 | 0 | 0.00 | 03-31-2024 |
VERIZON COMMUNICATIONS | COM | 153 | $443,000 | 10,558 | 0.05 | 0.31 | -53,900 | -83.62 | 03-31-2024 |
VANGUARD FTSE EMERGING MARKETS | COM | 154 | $437,000 | 10,450 | 0.05 | 0.06 | -70 | -0.67 | 03-31-2024 |