Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRESTONE CAPITAL MANAGEMENT | 07-26-2023 | 06-30-2023 | 130 | 307,311,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 51 | $992,735 | 18,587 | 0.00 | 0.00 | 245 | 1.34 | 06-30-2023 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 52 | $949,461 | 12,022 | 0.00 | 0.00 | -2,703 | -18.36 | 06-30-2023 |
| ISHARES TR | RUSSELL 3000 ETF | 53 | $920,864 | 3,547 | 0.00 | 0.00 | -27 | -0.76 | 06-30-2023 |
| NORFOLK SOUTHN CORP | COM | 54 | $866,264 | 3,715 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
