Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINCH ADVISORY SERVICES LLC | 01-18-2024 | 12-31-2023 | 446 | 301,531,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTL STOCK INDEX FUND ETF | ETF | 201 | $32,922 | 568 | 0.00 | 0.01 | 8 | 1.43 | 12-31-2023 |
| VANGUARD ESG U S STOCK ETF | ETF | 202 | $32,918 | 387 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SMALL CAP ETF | ETF | 203 | $32,283 | 151 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
| FEDEX CORP | COM | 204 | $32,276 | 128 | 0.00 | 0.01 | -4 | -3.03 | 12-31-2023 |
