Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VERUM PARTNERS LLC | 04-18-2024 | 03-31-2024 | 156 | 281,636,126 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P MCP ETF | 151 | $362,355 | 5,966 | 0.00 | 0.00 | 4,749 | 390.22 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 152 | $355,659 | 4,454 | 0.00 | 0.00 | -9 | -0.20 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 153 | $353,544 | 483 | 0.00 | 0.00 | 12 | 2.55 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 154 | $352,694 | 2,236 | 0.00 | 0.00 | 65 | 2.99 | 03-31-2024 |
