Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLARIUS GROUP LLC | 04-17-2024 | 03-31-2024 | 484 | 1,448,147,495 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 51 | $3,766,227 | 7,613 | 0.00 | 0.00 | -903 | -10.60 | 03-31-2024 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 52 | $3,724,255 | 21,249 | 0.00 | 0.00 | 77 | 0.36 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 53 | $3,621,258 | 22,319 | 0.00 | 0.00 | -3,437 | -13.34 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 54 | $3,411,592 | 21,566 | 0.00 | 0.00 | -5,459 | -20.20 | 03-31-2024 |
