Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RIKOON GROUP LLC | 05-11-2021 | 03-31-2021 | 234 | 375,853,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 2000 GRW ETF | 151 | $417,000 | 1,387 | 0.11 | 1,387 | +Inf | 03-31-2021 | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 152 | $416,000 | 5,708 | 0.11 | 5,708 | +Inf | 03-31-2021 | |
| V F CORP | COM | 153 | $415,000 | 5,190 | 0.11 | 5,190 | +Inf | 03-31-2021 | |
| DANAHER CORPORATION | COM | 154 | $414,000 | 1,837 | 0.11 | 1,837 | +Inf | 03-31-2021 |
