Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| D SCOTT NEAL INC | 04-11-2024 | 03-31-2024 | 68 | 152,935,678 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 51 | $648,579 | 4,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LOWES COS INC | COM | 52 | $636,825 | 2,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 53 | $630,894 | 7,900 | 0.00 | 0.00 | -619 | -7.27 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 54 | $609,040 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
