Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCCLARREN FINANCIAL ADVISORS INC | 05-03-2024 | 03-31-2024 | 261 | 135,075,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GOLD TR | ISHARES NEW | Liquidated | $0 | 0 | 0.05 | 0.05 | 0 | 0.00 | 03-31-2024 |
| UGI CORP NEW | COM | Liquidated | $0 | 0 | 0.05 | 0.06 | 16 | 1.01 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US REIT ETF | Liquidated | $0 | 0 | 0.05 | 0.04 | 468 | 19.17 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 254 | $53,000 | 59 | 0.04 | 0.04 | -776 | -92.93 | 03-31-2024 |
