Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PERSONAL CAPITAL ADVISORS CORP | 11-04-2022 | 09-30-2022 | 453 | 18,500,959,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHUBB LIMITED | COM | 451 | $276,000 | 1,515 | 0.00 | 0.00 | -198 | -11.56 | 09-30-2022 |
| PARKER-HANNIFIN CORP | COM | 452 | $276,000 | 1,137 | 0.00 | 1,137 | +Inf | 09-30-2022 | |
| CSX CORP | COM | 453 | $276,000 | 10,367 | 0.00 | 0.00 | 3,214 | 44.93 | 09-30-2022 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 454 | $275,000 | 7,059 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
