Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST HEARTLAND CONSULTANTS INC | 02-05-2024 | 12-31-2023 | 356 | 829,258,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD STAR FD | VG TL INTL STK F | 201 | $1,116,000 | 19,247 | 0.13 | 0.10 | 3,860 | 25.09 | 12-31-2023 |
| ISHARES TR | US CONSUM DISCRE | 202 | $1,116,000 | 14,733 | 0.13 | 0.21 | -10,366 | -41.30 | 12-31-2023 |
| ISHARES | CORE S&P SCP ETF | 203 | $1,105,000 | 10,208 | 0.13 | 0.17 | -3,736 | -26.79 | 12-31-2023 |
| ENBRIDGE INC | COM | 204 | $1,104,000 | 30,526 | 0.13 | 0.15 | -4,715 | -13.38 | 12-31-2023 |
