Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURLESON & COMPANY LLC | 10-13-2022 | 09-30-2022 | 435 | 465,156,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO SHORT | 301 | $12,000 | 398 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| VANGUARD WORLD FD | ESG US CORP BD | 302 | $12,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| SIMPSON MFG INC | COM | 303 | $12,000 | 153 | 0.00 | 0.00 | 1 | 0.66 | 09-30-2022 |
| PHILLIPS 66 | COM | 304 | $12,000 | 150 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
