Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GIRARD PARTNERS LTD | 02-09-2024 | 12-31-2023 | 246 | 985,447,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TEXAS INSTRS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SHORTTERM CORPORATE BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -220 | -7.35 | 12-31-2023 |
| YUM BRANDS INC COM | Stock | 303 | $207,268 | 1,586 | 0.00 | 0.00 | -91 | -5.43 | 12-31-2023 |
| ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 304 | $206,570 | 1,403 | 0.00 | 1,403 | +Inf | 12-31-2023 |
