Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRAGG FINANCIAL ADVISORS INC | 11-14-2023 | 09-30-2023 | 313 | 1,893,817,580 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 201 | $1,157,391 | 24,198 | 0.00 | 0.00 | 2,092 | 9.46 | 09-30-2023 |
| STRYKER CORPORATION | COM | 202 | $1,131,612 | 4,141 | 0.00 | 0.00 | -88 | -2.08 | 09-30-2023 |
| ENOVIS CORPORATION | COM | 203 | $1,129,161 | 21,414 | 0.00 | 0.00 | 3,194 | 17.53 | 09-30-2023 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 204 | $1,128,643 | 14,917 | 0.00 | 0.00 | -96 | -0.64 | 09-30-2023 |
