Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CSM ADVISORS LLC | 02-14-2024 | 12-31-2023 | 142 | 1,388,885,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX MANAGED | FTSE DEV MKT ETF | 51 | $11,752,000 | 245,328 | 0.85 | 0.67 | 70,287 | 40.15 | 12-31-2023 |
| JACOBS SOLUTIONS INC | COMMON | 52 | $11,522,000 | 88,765 | 0.83 | 1.10 | -3,429 | -3.72 | 12-31-2023 |
| BROADCOM INC | COMMON | 53 | $11,319,000 | 10,142 | 0.81 | 10,142 | +Inf | 12-31-2023 | |
| GAMING&LEISURE PPTYS | COMMON | 54 | $11,203,000 | 227,070 | 0.81 | 0.87 | 8,010 | 3.66 | 12-31-2023 |
