Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MENDEL MONEY MANAGEMENT | 02-09-2024 | 12-31-2023 | 128 | 208,137,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF | Funds | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 252 | $398,826 | 7,940 | 0.00 | 7,940 | +Inf | 12-31-2023 | |
| ISHARES TR | MSCI USA MIN VOL | 253 | $397,563 | 5,095 | 0.00 | 5,095 | +Inf | 12-31-2023 | |
| Becton, Dickinson and Co | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 45 | 3.02 | 12-31-2023 |
