Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GALVIN GAUSTAD & STEIN LLC | 04-15-2024 | 03-31-2024 | 184 | 1,086,357,138 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | INTERMED TERM | 51 | $8,695,224 | 115,321 | 0.00 | 0.00 | 3,711 | 3.32 | 03-31-2024 |
| ISHARES TR | CORE TOTAL USD | 52 | $8,654,174 | 189,826 | 0.00 | 0.00 | 10,427 | 5.81 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 53 | $7,084,004 | 91,631 | 0.00 | 0.00 | -12,483 | -11.99 | 03-31-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 54 | $6,933,231 | 80,171 | 0.00 | 0.00 | -3,033 | -3.65 | 03-31-2024 |
