Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
VIGILANT CAPITAL MANAGEMENT LLC | 08-08-2023 | 06-30-2023 | 454 | 1,337,868,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
iShares iBonds Dec 2027 Term Muni Bd ETF | COMMON STOCK | 351 | $54,000 | 2,170 | 0.00 | 0.00 | 210 | 10.71 | 06-30-2023 |
Altria Group Inc | COMMON STOCK | 352 | $54,000 | 1,202 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
Sun Life Financial | COMMON STOCK | 353 | $53,000 | 1,025 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
iShares Globl Consumer Discretionary | COMMON STOCK | 354 | $53,000 | 340 | 0.00 | 0.00 | 55 | 19.30 | 06-30-2023 |