Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VAN HULZEN ASSET MANAGEMENT LLC | 05-06-2024 | 03-31-2024 | 320 | 1,514,762,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 351 | $348,000 | 3,754 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
| ROYAL CARIBBEAN GROUP | COM | 352 | $348,000 | 2,501 | 0.02 | 0.05 | -2,500 | -49.99 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 353 | $347,000 | 5,920 | 0.02 | 0.02 | -250 | -4.05 | 03-31-2024 |
| VANGUARD WORLD FD | ESG US STK ETF | 354 | $345,000 | 3,700 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
