Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CUTLER INVESTMENT COUNSEL LLC | 04-30-2024 | 03-31-2024 | 145 | 745,759,736 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 51 | $6,154,770 | 23,681 | 0.00 | 0.00 | -203 | -0.85 | 03-31-2024 |
ISHARES TR | CORE S&P SCP ETF | 52 | $5,719,886 | 51,754 | 0.00 | 0.00 | 3,217 | 6.63 | 03-31-2024 |
NORTHERN TR CORP | COM | 53 | $5,372,356 | 59,924 | 0.00 | 0.00 | 224 | 0.38 | 03-31-2024 |
COMCAST CORP NEW | CL A | 54 | $5,198,619 | 119,922 | 0.00 | 0.00 | 561 | 0.47 | 03-31-2024 |