Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PDS PLANNING INC | 05-01-2024 | 03-31-2024 | 397 | 951,776,763 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARISTA NETWORKS INC | COM | 201 | $406,842 | 1,403 | 0.00 | 0.00 | 27 | 1.96 | 03-31-2024 |
| MOODYS CORP | COM | 202 | $405,214 | 1,031 | 0.00 | 0.00 | 52 | 5.31 | 03-31-2024 |
| ISHARES TR | ESG AW MSCI EAFE | 203 | $403,031 | 5,044 | 0.00 | 0.00 | 59 | 1.18 | 03-31-2024 |
| WASTE MGMT INC DEL | COM | 204 | $401,148 | 1,882 | 0.00 | 0.00 | 66 | 3.63 | 03-31-2024 |
