Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOODMONT INVESTMENT COUNSEL LLC | 04-18-2024 | 03-31-2024 | 366 | 1,187,141,539 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA ESG SLC | 351 | $55,895 | 512 | 0.00 | 512 | +Inf | 03-31-2024 | |
| ISHARES TR | US TREAS BD ETF | 352 | $54,967 | 2,414 | 0.00 | 2,414 | +Inf | 03-31-2024 | |
| ISHARES TR | SP SMCP600VL ETF | 353 | $54,566 | 531 | 0.00 | 531 | +Inf | 03-31-2024 | |
| ISHARES TR | U S EQUITY FACTR | 354 | $53,810 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 |
