Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARDY REED LLC | 05-02-2024 | 03-31-2024 | 118 | 805,028,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | INTERMED TERM | 51 | $1,110,190 | 14,724 | 0.00 | 0.00 | -32 | -0.22 | 03-31-2024 |
| CARLISLE COS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GENERAL ELECTRIC CO | COM NEW | 53 | $1,031,064 | 5,874 | 0.00 | 0.00 | -56 | -0.94 | 03-31-2024 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 54 | $1,030,093 | 17,924 | 0.00 | 0.00 | 527 | 3.03 | 03-31-2024 |
