Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARBOR INVESTMENT ADVISORS LLC | 04-23-2024 | 03-31-2024 | 111 | 683,030,207 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO 1-5 Year U.S. TIPS Index ETF | ETF | 51 | $2,865,873 | 55,648 | 0.00 | 55,648 | +Inf | 03-31-2024 | |
| Microsoft Corp. | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -6 | -0.07 | 03-31-2024 |
| Vanguard Total Stock Market ETF | ETF | 53 | $2,573,925 | 9,904 | 0.00 | 9,904 | +Inf | 03-31-2024 | |
| Berkshire Hathaway Inc. | Stock | 54 | $2,397,319 | 5,701 | 0.00 | 5,701 | +Inf | 03-31-2024 |
